Briggs Advisory Group’s AT&T T Stock Holding History

Briggs Advisory Group’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 Q3	$432K	Sell	28,738 -335	-1%	-$4.91K	0.25%	41
2023 Q2	$464K	Sell	29,073 -189	-0.6%	-$3.22K	0.26%	38
2023 Q1	$563K	Hold	29,262	–	–	0.33%	38
2022 Q4	$539K	Hold	29,262	–	–	0.34%	38
2022 Q3	$449K	Hold	29,262	–	–	0.34%	37
2022 Q2	$613K	Sell	29,262 -9,481	-24%	-$189K	0.45%	34
2022 Q1	$691K	Hold	38,743	–	–	0.46%	29
2021 Q4	$720K	Buy	+38,743	New	+$724K	0.49%	27

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

Norges Bank Oslo, Norway $935B AUM

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

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

Briggs Advisory Group's T Position: Q3 2023 in Review

Briggs Advisory Group reduced its AT&T (T) stake by 1.2% in Q3 2023, selling an estimated $4.91K and leaving 28,738 shares worth $432K. The position accounts for 0.25% of the portfolio, ranked #41.

Briggs Advisory Group first reported a position in T in Q4 2021 and has held it in 8 quarters since. The position peaked at $720K in Q4 2021. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Briggs Advisory Group held 28,738 shares of AT&T worth $432K as of Q3 2023.
Briggs Advisory Group sold 335 AT&T shares in Q3 2023, an estimated $4.91K.
AT&T made up 0.25% of Briggs Advisory Group's portfolio in Q3 2023, its #41 holding.
Briggs Advisory Group first reported a position in AT&T in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's AT&T position peaked at $720K in Q4 2021.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.