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Navigation Wealth Management’s American Tower AMT Stock Holding History

Navigation 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
Q4 		– Sell
-36
Closed -$8K – 7
2022
Q3 		$8K Hold
36
– – 0.86% 15
2022
Q2 		$9K Hold
36
– – 1% 13
2022
Q1 		$9K Hold
36
– – 0.08% 16
2021
Q4 		$10K Hold
36
– – 0.01% 32
2021
Q3 		$10K Buy
+36
New +$10.3K 0.07% 29

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Navigation Wealth Management's AMT Position: Q4 2022 in Review

Navigation Wealth Management sold out of American Tower (AMT) in Q4 2022, closing a stake of 36 shares — an estimated $8K sold.

Navigation Wealth Management first reported a position in AMT in Q3 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 1,708 funds tracked by Wall St. Rank hold AMT as of Q4 2022.

  • Navigation Wealth Management reported no remaining American Tower position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 36 American Tower shares in Q4 2022, an estimated $8K.
  • Navigation Wealth Management first reported a position in American Tower in Q3 2021 and held it in 5 quarters.
  • Navigation Wealth Management's American Tower position peaked at $10K in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held American Tower as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.