Blodgett Wealth Advisors’s AT&T T Stock Holding History

Blodgett Wealth Advisors’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	–	Sell	-12,241	Closed	-$225K	–	65
2022 Q4	$225K	Buy	12,241 +2	+0%	+$36	0.27%	53
2022 Q3	$188K	Sell	12,239 -1,948	-14%	-$35.4K	0.23%	62
2022 Q2	$297K	Sell	14,187 -4,594	-24%	-$91.6K	0.33%	50
2022 Q1	$335K	Sell	18,781 -11,495	-38%	-$213K	0.28%	57
2021 Q4	$563K	Buy	+30,276	New	+$566K	0.44%	48

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

Blodgett Wealth Advisors's T Position: Q1 2023 in Review

Blodgett Wealth Advisors sold out of AT&T (T) in Q1 2023, closing a stake of 12,241 shares — an estimated $225K sold.

Blodgett Wealth Advisors first reported a position in T in Q4 2021 and held it in 5 quarters. The position peaked at $563K in Q4 2021. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Blodgett Wealth Advisors reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 12,241 AT&T shares in Q1 2023, an estimated $225K.
Blodgett Wealth Advisors first reported a position in AT&T in Q4 2021 and held it in 5 quarters.
Blodgett Wealth Advisors's AT&T position peaked at $563K in Q4 2021.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.