NFP
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Novak Financial Planning’s American Tower AMT Stock Holding History

Novak Financial Planning’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
Q2 		$204K Buy
+756
New +$193K 0.1% 117

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Novak Financial Planning's AMT Position: Q2 2021 in Review

Novak Financial Planning opened a new position in American Tower (AMT) in Q2 2021: 756 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings.

1,649 funds tracked by Wall St. Rank hold AMT as of Q2 2021.

  • Novak Financial Planning held 756 shares of American Tower worth $204K as of Q2 2021.
  • American Tower was a new Novak Financial Planning position in Q2 2021.
  • American Tower made up 0.1% of Novak Financial Planning's portfolio in Q2 2021, its #117 holding.
  • 1,649 funds tracked by Wall St. Rank held American Tower as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.