Atria Wealth Solutions’s AT&T T Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$6.17M	Sell	214,370 -332,769	-61%	-$9.17M	0.14%	171
2025 Q1	$15.5M	Sell	547,139 -418	-0.1%	-$10.5K	0.19%	120
2024 Q4	$12.5M	Buy	547,557 +19,550	+4%	+$440K	0.14%	157
2024 Q3	$11.6M	Sell	528,007 -101,322	-16%	-$2.02M	0.13%	171
2024 Q2	$12M	Sell	629,329 -107,712	-15%	-$1.87M	0.13%	164
2024 Q1	$13M	Sell	737,041 -9,413	-1%	-$161K	0.15%	150
2023 Q4	$12.5M	Sell	746,454 -33,233	-4%	-$525K	0.16%	144
2023 Q3	$11.7M	Sell	779,687 -64,944	-8%	-$952K	0.16%	134
2023 Q2	$13.5M	Buy	844,631 +15,928	+2%	+$271K	0.18%	118
2023 Q1	$16M	Sell	828,703 -11,581	-1%	-$221K	0.24%	92
2022 Q4	$15.5M	Sell	840,284 -46,013	-5%	-$824K	0.25%	94
2022 Q3	$13.6M	Sell	886,297 -32,797	-4%	-$597K	0.24%	96
2022 Q2	$19.3M	Buy	919,094 +40,432	+5%	+$806K	0.39%	66
2022 Q1	$15.7M	Buy	+878,662	New	+$16.3M	0.26%	80

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Oslo, Norway $935B AUM