Adamsbrown Wealth Consultants’s AT&T T Stock Holding History

Adamsbrown Wealth Consultants’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 Q1	–	Sell	-11,959	Closed	-$201K	–	88
2023 Q4	$201K	Buy	11,959 +1,147	+11%	+$18.1K	0.09%	79
2023 Q3	$162K	Buy	10,812 +304	+3%	+$4.46K	0.08%	80
2023 Q2	$168K	Buy	10,508 +79	+0.8%	+$1.35K	0.09%	76
2023 Q1	$201K	Buy	10,429 +131	+1%	+$2.5K	0.12%	71
2022 Q4	$190K	Sell	10,298 -1,215	-11%	-$21.7K	0.12%	74
2022 Q3	$177K	Buy	11,513 +479	+4%	+$8.71K	0.13%	74
2022 Q2	$231K	Sell	11,034 -3,739	-25%	-$74.6K	0.18%	75
2022 Q1	$264K	Sell	14,773 -2,407	-14%	-$44.5K	0.21%	72
2021 Q4	$319K	Buy	+17,180	New	+$321K	0.29%	59

Other funds holding T

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adamsbrown Wealth Consultants's T Position: Q1 2024 in Review

Adamsbrown Wealth Consultants sold out of AT&T (T) in Q1 2024, closing a stake of 11,959 shares — an estimated $201K sold.

Adamsbrown Wealth Consultants first reported a position in T in Q4 2021 and held it in 9 quarters. The position peaked at $319K in Q4 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Adamsbrown Wealth Consultants reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 11,959 AT&T shares in Q1 2024, an estimated $201K.
Adamsbrown Wealth Consultants first reported a position in AT&T in Q4 2021 and held it in 9 quarters.
Adamsbrown Wealth Consultants's AT&T position peaked at $319K in Q4 2021.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Adamsbrown Wealth Consultants's 13F filing for Q1 2024, filed 30 Apr 2024.