Avantax Advisory Services’s AT&T T Stock Holding History

Avantax Advisory Services’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	$25.1M	Sell	868,887 -44,660	-5%	-$1.23M	0.14%	109
2025 Q1	$25.8M	Sell	913,547 -9,304	-1%	-$234K	0.16%	102
2024 Q4	$21M	Buy	922,851 +20,517	+2%	+$462K	0.13%	116
2024 Q3	$19.9M	Sell	902,334 -38,845	-4%	-$773K	0.13%	122
2024 Q2	$18M	Buy	941,179 +418,444	+80%	+$7.28M	0.13%	122
2024 Q1	$9.2M	Sell	522,735 -100,563	-16%	-$1.72M	0.08%	192
2023 Q4	$10.5M	Sell	623,298 -77,271	-11%	-$1.22M	0.1%	153
2023 Q3	$10.5M	Buy	700,569 +4,152	+0.6%	+$60.9K	0.12%	135
2023 Q2	$11.1M	Buy	696,417 +18,371	+3%	+$313K	0.13%	135
2023 Q1	$13.1M	Buy	678,046 +144,302	+27%	+$2.76M	0.16%	106
2022 Q4	$9.83M	Buy	533,744 +11,320	+2%	+$203K	0.13%	129
2022 Q3	$8.01M	Sell	522,424 -392	-0.1%	-$7.13K	0.12%	133
2022 Q2	$11M	Sell	522,816 -117,568	-18%	-$2.34M	0.17%	95
2022 Q1	$11.4M	Buy	640,384 +106,086	+20%	+$1.96M	0.16%	100
2021 Q4	$9.93M	Sell	534,298 -2,380	-0.4%	-$44.5K	0.15%	111
2021 Q3	$11M	Buy	536,678 +29,031	+6%	+$610K	0.18%	89
2021 Q2	$11M	Buy	507,647 +34,598	+7%	+$787K	0.2%	87
2021 Q1	$10.8M	Buy	473,049 +8,639	+2%	+$191K	0.23%	77
2020 Q4	$10.1M	Sell	464,410 -724,948	-61%	-$15.6M	0.24%	68
2020 Q3	$25.7M	Buy	1,189,358 +750,636	+171%	+$16.8M	0.41%	39
2020 Q2	$10M	Buy	438,722 +20,135	+5%	+$459K	0.29%	59
2020 Q1	$9.22M	Buy	418,587 +25,808	+7%	+$705K	0.28%	57
2019 Q4	$11.6M	Buy	392,779 +153,523	+64%	+$4.43M	0.27%	59
2019 Q3	$6.84M	Buy	239,256 +29,677	+14%	+$786K	0.28%	48
2019 Q2	$5.3M	Buy	209,579 +28,525	+16%	+$684K	0.23%	50
2019 Q1	$4.29M	Buy	181,054 +30,175	+20%	+$694K	0.23%	55
2018 Q4	$3.25M	Buy	+150,879	New	+$3.51M	0.55%	42

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Advisory Services's T Position: Q2 2025 in Review

Avantax Advisory Services reduced its AT&T (T) stake by 4.9% in Q2 2025, selling an estimated $1.23M and leaving 868,887 shares worth $25.1M. The position accounts for 0.14% of the portfolio, ranked #109.

Avantax Advisory Services first reported a position in T in Q4 2018 and has held it in 27 quarters since. The position peaked at $25.8M in Q1 2025. 2,883 funds tracked by Wall St. Rank hold T as of Q2 2025.

Avantax Advisory Services held 868,887 shares of AT&T worth $25.1M as of Q2 2025.
Avantax Advisory Services sold 44,660 AT&T shares in Q2 2025, an estimated $1.23M.
AT&T made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #109 holding.
Avantax Advisory Services first reported a position in AT&T in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's AT&T position peaked at $25.8M in Q1 2025.
2,883 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.