Avantra Family Wealth’s AT&T T Stock Holding History

Avantra Family Wealth’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 Q1	–	Sell	-15,632	Closed	-$356K	–	166
2024 Q4	$356K	Buy	+15,632	New	+$352K	0.33%	108

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantra Family Wealth's T Position: Q1 2025 in Review

Avantra Family Wealth sold out of AT&T (T) in Q1 2025, closing a stake of 15,632 shares — an estimated $356K sold.

Avantra Family Wealth first reported a position in T in Q4 2024 and held it in 1 quarter. The position peaked at $356K in Q4 2024. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

Avantra Family Wealth reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
Avantra Family Wealth sold 15,632 AT&T shares in Q1 2025, an estimated $356K.
Avantra Family Wealth first reported a position in AT&T in Q4 2024 and held it in 1 quarter.
Avantra Family Wealth's AT&T position peaked at $356K in Q4 2024.
2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.