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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 $5.7T 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 $6.12B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return