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Parisi Gray Wealth Management’s American Tower AMT Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-192
Closed -$52K – 152
2021
Q2 		$52K Buy
+192
New +$48.9K 0.02% 293
2019
Q2 		– Sell
-689
Closed -$136K – 128
2019
Q1 		$136K Hold
689
– – 0.09% 111
2018
Q4 		$109K Hold
689
– – 0.07% 125
2018
Q3 		$99K Hold
689
– – 0.06% 140
2018
Q2 		$100K Sell
689
-75
-10% -$10.4K 0.07% 139
2018
Q1 		$108K Buy
764
+49
+7% +$6.9K 0.08% 128
2017
Q4 		$101K Buy
+715
New +$102K 0.08% 133

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parisi Gray Wealth Management's AMT Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of American Tower (AMT) in Q3 2021, closing a stake of 192 shares — an estimated $52K sold.

Parisi Gray Wealth Management first reported a position in AMT in Q4 2017 and held it in 7 quarters. The position peaked at $136K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 192 American Tower shares in Q3 2021, an estimated $52K.
  • Parisi Gray Wealth Management first reported a position in American Tower in Q4 2017 and held it in 7 quarters.
  • Parisi Gray Wealth Management's American Tower position peaked at $136K in Q1 2019.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.