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Lenox Wealth Advisors’s American Tower AMT Stock Holding History

Lenox Wealth Advisors’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
Q1 		$157K Sell
591
-45
-7% -$11K 0.02% 126
2021
Q4 		$186K Buy
636
+11
+2% +$3K 0.02% 118
2021
Q3 		$166K Buy
625
+385
+160% +$110K 0.02% 118
2021
Q2 		$65K Buy
240
+199
+485% +$50.7K 0.01% 200
2021
Q1 		$10K Sell
41
-35
-46% -$7.79K ﹤0.01% 415
2020
Q4 		$17K Buy
+76
New +$17.7K ﹤0.01% 337
2020
Q2 		– Sell
-14
Closed -$3K – 587
2020
Q1 		$3K Sell
14
-117
-89% -$27.2K ﹤0.01% 484
2019
Q4 		$30K Buy
131
+16
+14% +$3.48K ﹤0.01% 255
2019
Q3 		$25K Hold
115
– – ﹤0.01% 254
2019
Q2 		$24K Buy
+115
New +$23.1K ﹤0.01% 203
2018
Q3 		– Sell
-117
Closed -$17K – 408
2018
Q2 		$17K Buy
+117
New +$16.3K ﹤0.01% 278
2017
Q3 		– Sell
-335
Closed -$44K – 236
2017
Q2 		$44K Buy
+335
New +$42.9K 0.01% 61
2016
Q1 		– Sell
-45
Closed -$4K – 257
2015
Q4 		$4K Hold
45
– – ﹤0.01% 236
2015
Q3 		$4K Hold
45
– – ﹤0.01% 274
2015
Q2 		$4K Hold
45
– – ﹤0.01% 226
2015
Q1 		$4K Hold
45
– – ﹤0.01% 250
2014
Q4 		$4K Sell
45
-2
-4% -$196 ﹤0.01% 254
2014
Q3 		$4K Hold
47
– – ﹤0.01% 244
2014
Q2 		$4K Hold
47
– – ﹤0.01% 169
2014
Q1 		$4K Sell
47
-22
-32% -$1.79K ﹤0.01% 174
2013
Q4 		$6K Buy
+69
New +$5.36K ﹤0.01% 211

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's AMT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its American Tower (AMT) stake by 7.1% in Q1 2022, selling an estimated $11K and leaving 591 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #126.

Lenox Wealth Advisors first reported a position in AMT in Q4 2013 and has held it in 21 quarters since. The position peaked at $186K in Q4 2021. 1,721 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Lenox Wealth Advisors held 591 shares of American Tower worth $157K as of Q1 2022.
  • Lenox Wealth Advisors sold 45 American Tower shares in Q1 2022, an estimated $11K.
  • American Tower made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #126 holding.
  • Lenox Wealth Advisors first reported a position in American Tower in Q4 2013 and has held it in 21 quarters since.
  • Lenox Wealth Advisors's American Tower position peaked at $186K in Q4 2021.
  • 1,721 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.