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Flagship Private Wealth’s American Tower AMT Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-76
Closed -$21.1K – 83
2021
Q2 		$21.1K Hold
76
– – 0.02% 193
2021
Q1 		$18.6K Hold
76
– – 0.02% 180
2020
Q4 		$17.4K Buy
+76
New +$17.7K 0.02% 191

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Flagship Private Wealth's AMT Position: Q3 2021 in Review

Flagship Private Wealth sold out of American Tower (AMT) in Q3 2021, closing a stake of 76 shares — an estimated $21.1K sold.

Flagship Private Wealth first reported a position in AMT in Q4 2020 and held it in 3 quarters. The position peaked at $21.1K in Q2 2021. 1,672 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Flagship Private Wealth reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 76 American Tower shares in Q3 2021, an estimated $21.1K.
  • Flagship Private Wealth first reported a position in American Tower in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's American Tower position peaked at $21.1K in Q2 2021.
  • 1,672 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.