FWM
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ForthRight Wealth Management’s American Tower AMT Stock Holding History

ForthRight 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
Q1 		– Sell
-125
Closed -$28K – 43
2020
Q4 		$28K Buy
+125
New +$29.1K 0.02% 85

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

ForthRight Wealth Management's AMT Position: Q1 2021 in Review

ForthRight Wealth Management sold out of American Tower (AMT) in Q1 2021, closing a stake of 125 shares — an estimated $28K sold.

ForthRight Wealth Management first reported a position in AMT in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • ForthRight Wealth Management reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 125 American Tower shares in Q1 2021, an estimated $28K.
  • ForthRight Wealth Management first reported a position in American Tower in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's American Tower position peaked at $28K in Q4 2020.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.