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

BKM 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
2024 Q3	–	Sell	-12,646	Closed	-$306K	–	167
2024 Q2	$306K	Buy	12,646 +6,894	+120%	+$120K	0.15%	126
2024 Q1	$101K	Buy	5,752 +470	+9%	+$8.03K	0.04%	182
2023 Q4	$88.6K	Buy	+5,282	New	+$83.4K	0.04%	212

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BKM Wealth Management's T Position: Q3 2024 in Review

BKM Wealth Management sold out of AT&T (T) in Q3 2024, closing a stake of 12,646 shares — an estimated $306K sold.

BKM Wealth Management first reported a position in T in Q4 2023 and held it in 3 quarters. The position peaked at $306K in Q2 2024. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

BKM Wealth Management reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
BKM Wealth Management sold 12,646 AT&T shares in Q3 2024, an estimated $306K.
BKM Wealth Management first reported a position in AT&T in Q4 2023 and held it in 3 quarters.
BKM Wealth Management's AT&T position peaked at $306K in Q2 2024.
2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on BKM Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.