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

Arcadia 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 Q1	–	Sell	-2,494	Closed	-$41.9K	–	79
2023 Q4	$41.9K	Buy	+2,494	New	+$39.4K	0.03%	57
2023 Q3	–	Sell	-10	Closed	-$160	–	87
2023 Q2	$160	Buy	+10	New	+$170	﹤0.01%	87
2023 Q1	–	Sell	-22	Closed	-$406	–	90
2022 Q4	$406	Buy	+22	New	+$394	﹤0.01%	85
2022 Q3	–	Sell	-1,400	Closed	-$29.3K	–	107
2022 Q2	$29.3K	Sell	1,400 -454	-24%	-$9.05K	0.02%	53
2022 Q1	$33.1K	Hold	1,854	–	–	0.02%	56
2021 Q4	$34.4K	Sell	1,854 -1,199	-39%	-$22.4K	0.02%	55
2021 Q3	$62.3K	Buy	3,053 +21	+0.7%	+$441	0.03%	52
2021 Q2	$65.9K	Buy	3,032 +19	+0.6%	+$432	0.04%	50
2021 Q1	$68.9K	Buy	3,013 +21	+0.7%	+$464	0.04%	46
2020 Q4	$65K	Buy	2,992 +1,138	+61%	+$24.5K	0.04%	44
2020 Q3	$39.9K	Buy	+1,854	New	+$41.4K	0.03%	49

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

Arcadia Investment Advisors's T Position: Q1 2024 in Review

Arcadia Investment Advisors sold out of AT&T (T) in Q1 2024, closing a stake of 2,494 shares — an estimated $41.9K sold.

Arcadia Investment Advisors first reported a position in T in Q3 2020 and held it in 11 quarters. The position peaked at $68.9K in Q1 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Arcadia Investment Advisors reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Arcadia Investment Advisors sold 2,494 AT&T shares in Q1 2024, an estimated $41.9K.
Arcadia Investment Advisors first reported a position in AT&T in Q3 2020 and held it in 11 quarters.
Arcadia Investment Advisors's AT&T position peaked at $68.9K in Q1 2021.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Arcadia Investment Advisors's 13F filing for Q1 2024, filed 19 Dec 2024.