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Lenox Wealth Management’s American Tower AMT Stock Holding History

Lenox 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
Q2 		$365K Buy
1,406
+88
+7% +$21.8K 0.11% 106
2020
Q1 		$286K Buy
1,318
+6
+0.5% +$1.4K 0.1% 109
2019
Q4 		$303K Sell
1,312
-106
-7% -$23.1K 0.08% 122
2019
Q3 		$314K Sell
1,418
-198
-12% -$43.2K 0.09% 108
2019
Q2 		$331K Buy
1,616
+179
+12% +$36K 0.1% 101
2019
Q1 		$283K Buy
1,437
+1,375
+2,218% +$241K 0.09% 110
2018
Q4 		$10K Buy
62
+1
+2% +$156 ﹤0.01% 382
2018
Q3 		$9K Buy
61
+53
+663% +$7.77K ﹤0.01% 425
2018
Q2 		$1K Sell
8
-10
-56% -$1.39K ﹤0.01% 534
2018
Q1 		$2K Sell
18
-101
-85% -$14.2K ﹤0.01% 436
2017
Q4 		$17K Sell
119
-44
-27% -$6.28K 0.01% 328
2017
Q3 		$22K Buy
163
+26
+19% +$3.62K 0.01% 310
2017
Q2 		$18K Buy
+137
New +$17.5K 0.01% 321

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 $3.37T AUM 44.26% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Lenox Wealth Management's AMT Position: Q2 2020 in Review

Lenox Wealth Management increased its American Tower (AMT) stake by 6.7% in Q2 2020, buying an estimated $21.8K and bringing the position to 1,406 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #106.

Lenox Wealth Management first reported a position in AMT in Q2 2017 and has held it in 13 quarters since. 1,504 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Lenox Wealth Management held 1,406 shares of American Tower worth $365K as of Q2 2020.
  • Lenox Wealth Management bought 88 American Tower shares in Q2 2020, an estimated $21.8K.
  • American Tower made up 0.11% of Lenox Wealth Management's portfolio in Q2 2020, its #106 holding.
  • Lenox Wealth Management first reported a position in American Tower in Q2 2017 and has held it in 13 quarters since.
  • 1,504 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.