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Carolinas Wealth Consulting’s American Tower AMT Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-234
Closed -$50.9K – 42
2025
Q1 		$50.9K Sell
234
-9
-4% -$1.77K 0.01% 352
2024
Q4 		$44.8K Buy
243
+9
+4% +$1.86K 0.01% 380
2024
Q3 		$54.3K Sell
234
-1
-0.4% -$222 0.01% 350
2024
Q2 		$45.5K Buy
235
+6
+3% +$1.12K 0.01% 379
2024
Q1 		$45.3K Buy
229
+1
+0.4% +$199 0.01% 392
2023
Q4 		$49.7K Buy
228
+96
+73% +$18.1K 0.01% 337
2023
Q3 		$23.6K Buy
132
+2
+2% +$365 0.01% 408
2023
Q2 		$25.4K Sell
130
-3
-2% -$587 0.01% 436
2023
Q1 		$27.2K Buy
133
+16
+14% +$3.36K 0.01% 442
2022
Q4 		$25K Sell
117
-4
-3% -$833 0.01% 454
2022
Q3 		$26K Sell
121
-2
-2% -$514 0.01% 407
2022
Q2 		$32K Buy
123
+1
+0.8% +$251 0.01% 383
2022
Q1 		$31K Sell
122
-40
-25% -$9.76K 0.01% 419
2021
Q4 		$48K Buy
162
+100
+161% +$27.3K 0.01% 372
2021
Q3 		$17K Sell
62
-66
-52% -$18.8K ﹤0.01% 495
2021
Q2 		$35K Hold
128
– – 0.01% 408
2021
Q1 		$31K Sell
128
-18
-12% -$4.01K 0.01% 437
2020
Q4 		$33K Sell
146
-372
-72% -$86.5K 0.01% 399
2020
Q3 		$126K Buy
518
+354
+216% +$89.8K 0.04% 168
2020
Q2 		$43K Buy
+164
New +$40.6K 0.02% 216

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carolinas Wealth Consulting's AMT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of American Tower (AMT) in Q2 2025, closing a stake of 234 shares — an estimated $50.9K sold.

Carolinas Wealth Consulting first reported a position in AMT in Q2 2020 and held it in 20 quarters. The position peaked at $126K in Q3 2020. 1,846 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 234 American Tower shares in Q2 2025, an estimated $50.9K.
  • Carolinas Wealth Consulting first reported a position in American Tower in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's American Tower position peaked at $126K in Q3 2020.
  • 1,846 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.