Walled Lake Planning & Wealth Management’s American Tower AMT Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-100	Closed	-$27K	–	115
2021 Q3	$27K	Hold	100	–	–	0.02%	199
2021 Q2	$27K	Hold	100	–	–	0.02%	188
2021 Q1	$24K	Hold	100	–	–	0.02%	181
2020 Q4	$22K	Hold	100	–	–	0.02%	168
2020 Q3	$24K	Hold	100	–	–	0.02%	162
2020 Q2	$26K	Hold	100	–	–	0.02%	142
2020 Q1	$22K	Hold	100	–	–	0.02%	139
2019 Q4	$23K	Buy	+100	New	+$21.8K	0.02%	156

Other funds holding AMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AMT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of American Tower (AMT) in Q4 2021, closing a stake of 100 shares — an estimated $27K sold.

Walled Lake Planning & Wealth Management first reported a position in AMT in Q4 2019 and held it in 8 quarters. The position peaked at $27K in Q3 2021. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining American Tower position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 100 American Tower shares in Q4 2021, an estimated $27K.
Walled Lake Planning & Wealth Management first reported a position in American Tower in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's American Tower position peaked at $27K in Q3 2021.
1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.