Archvest Wealth Advisors’s AT&T T Stock Holding History

Archvest Wealth 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 Q4	–	Sell	-5,408	Closed	-$119K	–	71
2024 Q3	$119K	Buy	+5,408	New	+$108K	0.08%	67
2023 Q4	–	Sell	-10,244	Closed	-$154K	–	58
2023 Q3	$154K	Buy	+10,244	New	+$150K	0.13%	50

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Archvest Wealth Advisors's T Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 5,408 shares — an estimated $119K sold.

Archvest Wealth Advisors first reported a position in T in Q3 2023 and held it in 2 quarters. The position peaked at $154K in Q3 2023. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Archvest Wealth Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 5,408 AT&T shares in Q4 2024, an estimated $119K.
Archvest Wealth Advisors first reported a position in AT&T in Q3 2023 and held it in 2 quarters.
Archvest Wealth Advisors's AT&T position peaked at $154K in Q3 2023.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.