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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Lake Street Private Wealth's AMT Position: Q2 2022 in Review

Lake Street Private Wealth sold out of American Tower (AMT) in Q2 2022, closing a stake of 887 shares — an estimated $223K sold.

Lake Street Private Wealth first reported a position in AMT in Q3 2019 and held it in 9 quarters. The position peaked at $402K in Q2 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Lake Street Private Wealth reported no remaining American Tower position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 887 American Tower shares in Q2 2022, an estimated $223K.
Lake Street Private Wealth first reported a position in American Tower in Q3 2019 and held it in 9 quarters.
Lake Street Private Wealth's American Tower position peaked at $402K in Q2 2020.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.