EWM
AMT icon

EPG Wealth Management’s American Tower AMT Stock Holding History

EPG Wealth Management’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,263
Closed -$335K – 398
2021
Q3 		$335K Buy
+1,263
New +$360K 0.13% 147
2020
Q2 		– Sell
-303
Closed -$66K – 167
2020
Q1 		$66K Buy
303
+114
+60% +$26.5K 0.05% 236
2019
Q4 		$44K Buy
+189
New +$41.2K 0.03% 250

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EPG Wealth Management's AMT Position: Q4 2021 in Review

EPG Wealth Management sold out of American Tower (AMT) in Q4 2021, closing a stake of 1,263 shares — an estimated $335K sold.

EPG Wealth Management first reported a position in AMT in Q4 2019 and held it in 3 quarters. The position peaked at $335K in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • EPG Wealth Management reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • EPG Wealth Management sold 1,263 American Tower shares in Q4 2021, an estimated $335K.
  • EPG Wealth Management first reported a position in American Tower in Q4 2019 and held it in 3 quarters.
  • EPG Wealth Management's American Tower position peaked at $335K in Q3 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on EPG Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.