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Nauset Wealth Management’s American Tower AMT Stock Holding History

Nauset 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
Q1 		$2.56M Buy
10,182
+25
+0.2% +$6.1K 2.03% 13
2021
Q4 		$2.97M Buy
+10,157
New +$2.77M 2.83% 11

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nauset Wealth Management's AMT Position: Q1 2022 in Review

Nauset Wealth Management increased its American Tower (AMT) stake by 0.25% in Q1 2022, buying an estimated $6.1K and bringing the position to 10,182 shares worth $2.56M. The position accounts for 2.03% of the portfolio, ranked #13.

Nauset Wealth Management first reported a position in AMT in Q4 2021 and has held it in 2 quarters since. The position peaked at $2.97M in Q4 2021. 1,719 funds tracked by Wall St. Rank hold AMT as of Q1 2022.

  • Nauset Wealth Management held 10,182 shares of American Tower worth $2.56M as of Q1 2022.
  • Nauset Wealth Management bought 25 American Tower shares in Q1 2022, an estimated $6.1K.
  • American Tower made up 2.03% of Nauset Wealth Management's portfolio in Q1 2022, its #13 holding.
  • Nauset Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's American Tower position peaked at $2.97M in Q4 2021.
  • 1,719 funds tracked by Wall St. Rank held American Tower as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.