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Carolinas Wealth Consulting’s Alerian MLP ETF AMLP Stock Holding History

Carolinas Wealth Consulting’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-172
Closed -$8.22K – 1054
2024
Q2 		$8.22K Buy
172
+4
+2% +$187 ﹤0.01% 585
2024
Q1 		$7.97K Buy
168
+3
+2% +$135 ﹤0.01% 590
2023
Q4 		$7K Buy
165
+4
+2% +$170 ﹤0.01% 584
2023
Q3 		$6.77K Sell
161
-443
-73% -$18.2K ﹤0.01% 572
2023
Q2 		$23.7K Buy
604
+13
+2% +$504 ﹤0.01% 450
2023
Q1 		$22.8K Buy
591
+11
+2% +$431 ﹤0.01% 470
2022
Q4 		$22.1K Buy
580
+11
+2% +$432 0.01% 479
2022
Q3 		$21K Buy
569
+10
+2% +$381 0.01% 433
2022
Q2 		$19K Buy
559
+10
+2% +$384 ﹤0.01% 452
2022
Q1 		$21K Buy
549
+11
+2% +$405 ﹤0.01% 469
2021
Q4 		$18K Buy
538
+11
+2% +$373 ﹤0.01% 509
2021
Q3 		$18K Buy
527
+11
+2% +$367 ﹤0.01% 484
2021
Q2 		$19K Buy
516
+10
+2% +$343 ﹤0.01% 505
2021
Q1 		$15K Buy
506
+12
+2% +$350 ﹤0.01% 559
2020
Q4 		$13K Buy
494
+14
+3% +$336 ﹤0.01% 538
2020
Q3 		$10K Buy
480
+14
+3% +$324 ﹤0.01% 475
2020
Q2 		$12K Buy
+466
New +$11.4K ﹤0.01% 326

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Carolinas Wealth Consulting's AMLP Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 172 shares — an estimated $8.22K sold.

Carolinas Wealth Consulting first reported a position in AMLP in Q2 2020 and held it in 17 quarters. The position peaked at $23.7K in Q2 2023. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 172 Alerian MLP ETF shares in Q3 2024, an estimated $8.22K.
  • Carolinas Wealth Consulting first reported a position in Alerian MLP ETF in Q2 2020 and held it in 17 quarters.
  • Carolinas Wealth Consulting's Alerian MLP ETF position peaked at $23.7K in Q2 2023.
  • 653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.