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Lake Street Private Wealth’s American Tower AMT Stock Holding History

Lake Street 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
2022
Q2 		– Sell
-887
Closed -$223K – 301
2022
Q1 		$223K Sell
887
-127
-13% -$31K 0.04% 287
2021
Q4 		$297K Buy
+1,014
New +$277K 0.05% 255
2021
Q3 		– Sell
-809
Closed -$219K – 234
2021
Q2 		$219K Buy
+809
New +$206K 0.06% 196
2021
Q1 		– Sell
-1,651
Closed -$371K – 203
2020
Q4 		$371K Buy
1,651
+178
+12% +$41.4K 0.11% 150
2020
Q3 		$356K Sell
1,473
-84
-5% -$21.3K 0.12% 129
2020
Q2 		$402K Buy
1,557
+238
+18% +$58.9K 0.15% 115
2020
Q1 		$287K Buy
1,319
+316
+32% +$73.5K 0.13% 121
2019
Q4 		$231K Buy
1,003
+33
+3% +$7.19K 0.09% 154
2019
Q3 		$215K Buy
+970
New +$212K 0.1% 142

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $6.12B AUM 15.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return