WKWM
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Walter & Keenan Wealth Management’s American Tower AMT Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-1,613
Closed -$334K – 146
2020
Q1 		$334K Buy
+1,613
New +$375K 0.13% 82

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walter & Keenan Wealth Management's AMT Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of American Tower (AMT) in Q2 2020, closing a stake of 1,613 shares — an estimated $334K sold.

Walter & Keenan Wealth Management first reported a position in AMT in Q1 2020 and held it in 1 quarter. The position peaked at $334K in Q1 2020. 1,503 funds tracked by Wall St. Rank hold AMT as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining American Tower position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,613 American Tower shares in Q2 2020, an estimated $334K.
  • Walter & Keenan Wealth Management first reported a position in American Tower in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's American Tower position peaked at $334K in Q1 2020.
  • 1,503 funds tracked by Wall St. Rank held American Tower as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.