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Carr Financial Group’s American Tower AMT Stock Holding History

Carr Financial Group’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
2024
Q1 		– Sell
-1,005
Closed -$217K – 183
2023
Q4 		$217K Buy
+1,005
New +$190K 0.08% 158
2023
Q2 		– Sell
-1,005
Closed -$205K – 176
2023
Q1 		$205K Hold
1,005
– – 0.09% 165
2022
Q4 		$214K Buy
+1,005
New +$209K 0.11% 153

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Carr Financial Group's AMT Position: Q1 2024 in Review

Carr Financial Group sold out of American Tower (AMT) in Q1 2024, closing a stake of 1,005 shares — an estimated $217K sold.

Carr Financial Group first reported a position in AMT in Q4 2022 and held it in 3 quarters. The position peaked at $217K in Q4 2023. 1,766 funds tracked by Wall St. Rank hold AMT as of Q1 2024.

  • Carr Financial Group reported no remaining American Tower position as of Q1 2024 after selling out during the quarter.
  • Carr Financial Group sold 1,005 American Tower shares in Q1 2024, an estimated $217K.
  • Carr Financial Group first reported a position in American Tower in Q4 2022 and held it in 3 quarters.
  • Carr Financial Group's American Tower position peaked at $217K in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held American Tower as of Q1 2024.

Based on Carr Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.