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Alera Investment Advisors’s AT&T T Stock Holding History

Alera Investment Advisors’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 		$374K Buy
16,986
+660
+4% +$13.1K 0.04% 175
2024
Q2 		$312K Buy
+16,326
New +$284K 0.04% 188
2019
Q4 		– Sell
-9,934
Closed -$284K – 76
2019
Q3 		$284K Buy
9,934
+1,267
+15% +$33.6K 0.14% 57
2019
Q2 		$219K Buy
8,667
+91
+1% +$2.18K 0.11% 70
2019
Q1 		$203K Sell
8,576
-10,978
-56% -$253K 0.1% 73
2018
Q4 		$421K Buy
+19,554
New +$455K 0.26% 49

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

Alera Investment Advisors's T Position: Q3 2024 in Review

Alera Investment Advisors increased its AT&T (T) stake by 4% in Q3 2024, buying an estimated $13.1K and bringing the position to 16,986 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #175.

Alera Investment Advisors first reported a position in T in Q4 2018 and has held it in 6 quarters since. The position peaked at $421K in Q4 2018. 2,445 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Alera Investment Advisors held 16,986 shares of AT&T worth $374K as of Q3 2024.
  • Alera Investment Advisors bought 660 AT&T shares in Q3 2024, an estimated $13.1K.
  • AT&T made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #175 holding.
  • Alera Investment Advisors first reported a position in AT&T in Q4 2018 and has held it in 6 quarters since.
  • Alera Investment Advisors's AT&T position peaked at $421K in Q4 2018.
  • 2,445 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.