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Legacy Wealth Partners (California)’s American Tower AMT Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$1.29M Buy
4,760
+762
+19% +$194K 0.71% 35
2021
Q1 		$956K Buy
+3,998
New +$890K 0.56% 45

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

Legacy Wealth Partners (California)'s AMT Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its American Tower (AMT) stake by 19% in Q2 2021, buying an estimated $194K and bringing the position to 4,760 shares worth $1.29M. The position accounts for 0.71% of the portfolio, ranked #35.

Legacy Wealth Partners (California) first reported a position in AMT in Q1 2021 and has held it in 2 quarters since. 1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Legacy Wealth Partners (California) held 4,760 shares of American Tower worth $1.29M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 762 American Tower shares in Q2 2021, an estimated $194K.
  • American Tower made up 0.71% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #35 holding.
  • Legacy Wealth Partners (California) first reported a position in American Tower in Q1 2021 and has held it in 2 quarters since.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.