Baldrige Asset Management’s AT&T T Stock Holding History

Baldrige Asset 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
2023 Q1	$10K	Buy	539 +85	+19%	+$1.63K	﹤0.01%	261
2022 Q4	$8K	Sell	454 -134	-23%	-$2.4K	﹤0.01%	256
2022 Q3	$9K	Hold	588	–	–	﹤0.01%	251
2022 Q2	$12K	Sell	588 -191	-25%	-$3.81K	0.01%	247
2022 Q1	$14K	Hold	779	–	–	0.01%	253
2021 Q4	$14K	Hold	779	–	–	0.01%	258
2021 Q3	$16K	Hold	779	–	–	0.01%	259
2021 Q2	$17K	Buy	+779	New	+$17.7K	0.01%	261

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Baldrige Asset Management's T Position: Q1 2023 in Review

Baldrige Asset Management increased its AT&T (T) stake by 19% in Q1 2023, buying an estimated $1.63K and bringing the position to 539 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Baldrige Asset Management first reported a position in T in Q2 2021 and has held it in 8 quarters since. The position peaked at $17K in Q2 2021. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Baldrige Asset Management held 539 shares of AT&T worth $10K as of Q1 2023.
Baldrige Asset Management bought 85 AT&T shares in Q1 2023, an estimated $1.63K.
AT&T made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #261 holding.
Baldrige Asset Management first reported a position in AT&T in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's AT&T position peaked at $17K in Q2 2021.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.