Oxler Private Wealth’s American Tower AMT Stock Holding History

Oxler Private Wealth’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 Q1	–	Sell	-45	Closed	-$10K	–	121
2020 Q4	$10K	Buy	+45	New	+$10.5K	0.01%	202

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Oxler Private Wealth's AMT Position: Q1 2021 in Review

Oxler Private Wealth sold out of American Tower (AMT) in Q1 2021, closing a stake of 45 shares — an estimated $10K sold.

Oxler Private Wealth first reported a position in AMT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

Oxler Private Wealth reported no remaining American Tower position as of Q1 2021 after selling out during the quarter.
Oxler Private Wealth sold 45 American Tower shares in Q1 2021, an estimated $10K.
Oxler Private Wealth first reported a position in American Tower in Q4 2020 and held it in 1 quarter.
Oxler Private Wealth's American Tower position peaked at $10K in Q4 2020.
1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on Oxler Private Wealth's 13F filing for Q1 2021, filed 3 May 2021.