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Next Financial Group’s American Tower AMT Stock Holding History

Next Financial Group’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
2021
Q4 		$1.18M Buy
4,031
+963
+31% +$263K 0.08% 286
2021
Q3 		$815K Buy
3,068
+249
+9% +$71K 0.06% 321
2021
Q2 		$762K Buy
2,819
+38
+1% +$9.68K 0.06% 332
2021
Q1 		$664K Sell
2,781
-157
-5% -$35K 0.06% 334
2020
Q4 		$661K Buy
2,938
+94
+3% +$21.9K 0.06% 297
2020
Q3 		$688K Buy
2,844
+445
+19% +$113K 0.07% 262
2020
Q2 		$620K Sell
2,399
-477
-17% -$118K 0.07% 259
2020
Q1 		$626K Sell
2,876
-240
-8% -$55.9K 0.08% 228
2019
Q4 		$717K Buy
3,116
+402
+15% +$87.6K 0.07% 282
2019
Q3 		$601K Sell
2,714
-2
-0.1% -$437 0.07% 316
2019
Q2 		$555K Buy
2,716
+1,609
+145% +$323K 0.06% 316
2019
Q1 		$218K Sell
1,107
-958
-46% -$168K 0.06% 337
2018
Q4 		$327K Sell
2,065
-1,227
-37% -$192K 0.07% 280
2018
Q3 		$478K Sell
3,292
-4,191
-56% -$615K 0.22% 99
2018
Q2 		$1.08M Sell
7,483
-3,229
-30% -$449K 0.41% 56
2018
Q1 		$1.56M Sell
10,712
-73
-0.7% -$10.3K 0.33% 86
2017
Q4 		$1.54M Sell
10,785
-3,344
-24% -$477K 0.66% 36
2017
Q3 		$1.98M Buy
14,129
+1,654
+13% +$230K 0.55% 37
2017
Q2 		$1.65M Buy
12,475
+2,258
+22% +$289K 0.4% 51
2017
Q1 		$1.29M Sell
10,217
-2,367
-19% -$260K 0.36% 68
2016
Q4 		$1.33M Sell
12,584
-2,737
-18% -$297K 0.23% 99
2016
Q3 		$1.74M Sell
15,321
-1,743
-10% -$199K 0.31% 64
2016
Q2 		$1.94M Sell
17,064
-207
-1% -$22K 0.62% 28
2016
Q1 		$1.77M Sell
17,271
-739
-4% -$69.1K 0.62% 32
2015
Q4 		$1.75M Sell
18,010
-34
-0.2% -$3.31K 0.65% 26
2015
Q3 		$1.59M Buy
18,044
+880
+5% +$82.9K 0.57% 31
2015
Q2 		$1.6M Buy
17,164
+404
+2% +$38.2K 0.55% 35
2015
Q1 		$1.58M Buy
16,760
+544
+3% +$52.9K 0.51% 38
2014
Q4 		$1.6M Sell
16,216
-510
-3% -$50.1K 0.53% 35
2014
Q3 		$1.57M Buy
16,726
+1,491
+10% +$142K 0.31% 68
2014
Q2 		$1.5M Buy
+15,235
New +$1.32M 0.78% 23

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's AMT Position: Q4 2021 in Review

Next Financial Group increased its American Tower (AMT) stake by 31% in Q4 2021, buying an estimated $263K and bringing the position to 4,031 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #286.

Next Financial Group first reported a position in AMT in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.98M in Q3 2017. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

  • Next Financial Group held 4,031 shares of American Tower worth $1.18M as of Q4 2021.
  • Next Financial Group bought 963 American Tower shares in Q4 2021, an estimated $263K.
  • American Tower made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #286 holding.
  • Next Financial Group first reported a position in American Tower in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's American Tower position peaked at $1.98M in Q3 2017.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.