Minot Wealth Management’s American Tower AMT Stock Holding History

Minot 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
2022 Q2	$1.12M	Hold	4,386	–	–	0.29%	69
2022 Q1	$1.1M	Sell	4,386 -2,541	-37%	-$620K	0.24%	79
2021 Q4	$2.03M	Sell	6,927 -277	-4%	-$75.7K	0.39%	63
2021 Q3	$1.91M	Buy	7,204 +424	+6%	+$121K	0.41%	61
2021 Q2	$1.89M	Buy	6,780 +2,107	+45%	+$537K	0.41%	63
2021 Q1	$1.12M	Sell	4,673 -1,738	-27%	-$387K	0.29%	86
2020 Q4	$1.44M	Sell	6,411 -8,113	-56%	-$1.89M	0.43%	62
2020 Q3	$3.51M	Buy	14,524 +1,318	+10%	+$334K	1.32%	24
2020 Q2	$3.41M	Buy	13,206 +1,321	+11%	+$327K	1.7%	16
2020 Q1	$2.59M	Buy	11,885 +1,473	+14%	+$343K	1.85%	16
2019 Q4	$2.45M	Buy	+10,412	New	+$2.27M	1.12%	26

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 $3.37T AUM 44.26% 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

Minot Wealth Management's AMT Position: Q2 2022 in Review

Minot Wealth Management held its American Tower (AMT) position steady in Q2 2022 at 4,386 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #69.

Minot Wealth Management first reported a position in AMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.51M in Q3 2020. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2022.

Minot Wealth Management held 4,386 shares of American Tower worth $1.12M as of Q2 2022.
Minot Wealth Management left its American Tower share count unchanged in Q2 2022.
American Tower made up 0.29% of Minot Wealth Management's portfolio in Q2 2022, its #69 holding.
Minot Wealth Management first reported a position in American Tower in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's American Tower position peaked at $3.51M in Q3 2020.
1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.