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Lake Point Wealth Management’s American Tower AMT Stock Holding History

Lake Point 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
2020
Q1 		$4K Hold
20
– – ﹤0.01% 176
2019
Q4 		$5K Buy
+20
New +$4.36K ﹤0.01% 359
2019
Q1 		– Sell
-1,243
Closed -$197K – 670
2018
Q4 		$197K Buy
+1,243
New +$194K 0.07% 155

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

Lake Point Wealth Management's AMT Position: Q1 2020 in Review

Lake Point Wealth Management held its American Tower (AMT) position steady in Q1 2020 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Lake Point Wealth Management first reported a position in AMT in Q4 2018 and has held it in 3 quarters since. The position peaked at $197K in Q4 2018. 1,433 funds tracked by Wall St. Rank hold AMT as of Q1 2020.

  • Lake Point Wealth Management held 20 shares of American Tower worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its American Tower share count unchanged in Q1 2020.
  • American Tower made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #176 holding.
  • Lake Point Wealth Management first reported a position in American Tower in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's American Tower position peaked at $197K in Q4 2018.
  • 1,433 funds tracked by Wall St. Rank held American Tower as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.