Carson Advisory’s American Tower AMT Stock Holding History

Carson Advisory’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 Q3	–	Sell	-1,209	Closed	-$235K	–	178
2024 Q2	$235K	Buy	+1,209	New	+$226K	0.16%	145

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Advisory's AMT Position: Q3 2024 in Review

Carson Advisory sold out of American Tower (AMT) in Q3 2024, closing a stake of 1,209 shares — an estimated $235K sold.

Carson Advisory first reported a position in AMT in Q2 2024 and held it in 1 quarter. The position peaked at $235K in Q2 2024. 1,843 funds tracked by Wall St. Rank hold AMT as of Q3 2024.

Carson Advisory reported no remaining American Tower position as of Q3 2024 after selling out during the quarter.
Carson Advisory sold 1,209 American Tower shares in Q3 2024, an estimated $235K.
Carson Advisory first reported a position in American Tower in Q2 2024 and held it in 1 quarter.
Carson Advisory's American Tower position peaked at $235K in Q2 2024.
1,843 funds tracked by Wall St. Rank held American Tower as of Q3 2024.

Based on Carson Advisory's 13F filing for Q3 2024, filed 1 Nov 2024.