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Personal Wealth Partners’s American Tower AMT Stock Holding History

Personal Wealth Partners’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
-10
Closed -$3K – 94
2021
Q2 		$3K Buy
+10
New +$2.55K ﹤0.01% 348
2020
Q1 		– Sell
-10
Closed -$2K – 90
2019
Q4 		$2K Hold
10
– – ﹤0.01% 332
2019
Q3 		$2K Buy
+10
New +$2.18K ﹤0.01% 341

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

Personal Wealth Partners's AMT Position: Q3 2021 in Review

Personal Wealth Partners sold out of American Tower (AMT) in Q3 2021, closing a stake of 10 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in AMT in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 1,673 funds tracked by Wall St. Rank hold AMT as of Q3 2021.

  • Personal Wealth Partners reported no remaining American Tower position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 10 American Tower shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in American Tower in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's American Tower position peaked at $3K in Q2 2021.
  • 1,673 funds tracked by Wall St. Rank held American Tower as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.