9WM
T icon

9258 Wealth Management’s AT&T T Stock Holding History

9258 Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$876K Buy
39,822
+74
+0.2% +$1.47K 0.13% 133
2024
Q2 		$760K Buy
39,748
+270
+0.7% +$4.7K 0.12% 146
2024
Q1 		$695K Sell
39,478
-425
-1% -$7.26K 0.11% 158
2023
Q4 		$670K Sell
39,903
-813
-2% -$12.8K 0.12% 151
2023
Q3 		$612K Buy
40,716
+6,358
+19% +$93.2K 0.12% 153
2023
Q2 		$548K Sell
34,358
-2,616
-7% -$44.6K 0.1% 168
2023
Q1 		$712K Sell
36,974
-685
-2% -$13.1K 0.14% 136
2022
Q4 		$693K Sell
37,659
-3,007
-7% -$53.8K 0.15% 130
2022
Q3 		$624K Buy
40,666
+73
+0.2% +$1.33K 0.16% 137
2022
Q2 		$851K Sell
40,593
-10,859
-21% -$217K 0.22% 109
2022
Q1 		$918K Sell
51,452
-1,176
-2% -$21.8K 0.21% 117
2021
Q4 		$978K Sell
52,628
-8,080
-13% -$151K 0.22% 108
2021
Q3 		$1.24M Sell
60,708
-393
-0.6% -$8.26K 0.33% 64
2021
Q2 		$1.33M Buy
61,101
+953
+2% +$21.7K 0.36% 55
2021
Q1 		$1.38M Sell
60,148
-960
-2% -$21.2K 0.41% 49
2020
Q4 		$1.33M Sell
61,108
-9,749
-14% -$210K 0.43% 46
2020
Q3 		$1.45M Sell
70,857
-3,320
-4% -$74.2K 0.55% 32
2020
Q2 		$1.69M Buy
74,177
+794
+1% +$18.1K 0.69% 26
2020
Q1 		$1.69M Sell
73,383
-11,643
-14% -$318K 0.74% 25
2019
Q4 		$2.51M Buy
85,026
+47,860
+129% +$1.38M 0.92% 18
2019
Q3 		$1.06M Buy
37,166
+1,149
+3% +$30.4K 0.83% 32
2019
Q2 		$912K Sell
36,017
-995
-3% -$23.9K 0.73% 42
2019
Q1 		$877K Buy
37,012
+444
+1% +$10.2K 0.75% 44
2018
Q4 		$788K Buy
+36,568
New +$851K 0.76% 41

Other funds holding T

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

9258 Wealth Management's T Position: Q3 2024 in Review

9258 Wealth Management increased its AT&T (T) stake by 0.19% in Q3 2024, buying an estimated $1.47K and bringing the position to 39,822 shares worth $876K. The position accounts for 0.13% of the portfolio, ranked #133.

9258 Wealth Management first reported a position in T in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.51M in Q4 2019. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • 9258 Wealth Management held 39,822 shares of AT&T worth $876K as of Q3 2024.
  • 9258 Wealth Management bought 74 AT&T shares in Q3 2024, an estimated $1.47K.
  • AT&T made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #133 holding.
  • 9258 Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's AT&T position peaked at $2.51M in Q4 2019.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.