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Joseph P. Lucia & Associates’s American Tower AMT Stock Holding History

Joseph P. Lucia & Associates’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
-8
Closed -$2K – 143
2021
Q3 		$2K Hold
8
– – ﹤0.01% 502
2021
Q2 		$2K Hold
8
– – ﹤0.01% 501
2021
Q1 		$2K Buy
+8
New +$1.78K ﹤0.01% 476

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Joseph P. Lucia & Associates's AMT Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of American Tower (AMT) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in AMT in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 8 American Tower shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in American Tower in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's American Tower position peaked at $2K in Q3 2021.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.