Avondale Wealth Management’s AT&T T Stock Holding History

Avondale Wealth Management’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	–	Hold	0	–	–	–	113
2023 Q4	–	Sell	-1,100	Closed	-$17.4K	–	128
2023 Q3	$16.5K	Hold	1,100	–	–	0.01%	109
2023 Q2	$17.5K	Hold	1,100	–	–	0.01%	106
2023 Q1	$21.2K	Hold	1,100	–	–	0.02%	106
2022 Q4	$20.3K	Hold	1,100	–	–	0.02%	99
2022 Q3	$17K	Hold	1,100	–	–	0.02%	100
2022 Q2	$23K	Sell	1,100 -356	-24%	-$7.1K	0.03%	88
2022 Q1	$26K	Hold	1,456	–	–	0.03%	85
2021 Q4	$27K	Sell	1,456 -3,178	-69%	-$59.4K	0.03%	82
2021 Q3	$95K	Sell	4,634 -6,620	-59%	-$139K	0.09%	59
2021 Q2	$245K	Buy	+11,254	New	+$256K	0.23%	41

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

Avondale Wealth Management's T Position: Q1 2025 in Review

Avondale Wealth Management held its AT&T (T) position steady in Q1 2025 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #113.

Avondale Wealth Management first reported a position in T in Q2 2021 and has held it in 10 quarters since. The position peaked at $245K in Q2 2021. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Avondale Wealth Management held 0 shares of AT&T worth $10 as of Q1 2025.
Avondale Wealth Management left its AT&T share count unchanged in Q1 2025.
AT&T made up ﹤0.01% of Avondale Wealth Management's portfolio in Q1 2025, its #113 holding.
Avondale Wealth Management first reported a position in AT&T in Q2 2021 and has held it in 10 quarters since.
Avondale Wealth Management's AT&T position peaked at $245K in Q2 2021.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Avondale Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.