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WealthStone’s American Tower AMT Stock Holding History

WealthStone’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
Q1 		$390K Buy
1,632
+103
+7% +$22.9K 0.14% 114
2020
Q4 		$343K Sell
1,529
-189
-11% -$43.9K 0.12% 117
2020
Q3 		$415K Buy
+1,718
New +$436K 0.19% 76
2019
Q3 		– Sell
-5,043
Closed -$1.03M – 80
2019
Q2 		$1.03M Buy
+5,043
New +$1.01M 0.46% 45

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $6.13B AUM 15.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's AMT Position: Q1 2021 in Review

WealthStone increased its American Tower (AMT) stake by 6.7% in Q1 2021, buying an estimated $22.9K and bringing the position to 1,632 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #114.

WealthStone first reported a position in AMT in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2019. 1,608 funds tracked by Wall St. Rank hold AMT as of Q1 2021.

  • WealthStone held 1,632 shares of American Tower worth $390K as of Q1 2021.
  • WealthStone bought 103 American Tower shares in Q1 2021, an estimated $22.9K.
  • American Tower made up 0.14% of WealthStone's portfolio in Q1 2021, its #114 holding.
  • WealthStone first reported a position in American Tower in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's American Tower position peaked at $1.03M in Q2 2019.
  • 1,608 funds tracked by Wall St. Rank held American Tower as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.