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Bright Futures Wealth Management’s AT&T T Stock Holding History

Bright Futures 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
Q4 		– Sell
-17,236
Closed -$380K – 218
2024
Q3 		$380K Buy
17,236
+6,254
+57% +$124K 0.18% 138
2024
Q2 		$213K Sell
10,982
-67
-0.6% -$1.17K 0.12% 191
2024
Q1 		$207K Buy
+11,049
New +$189K 0.11% 197

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's T Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of AT&T (T) in Q4 2024, closing a stake of 17,236 shares — an estimated $380K sold.

Bright Futures Wealth Management first reported a position in T in Q1 2024 and held it in 3 quarters. The position peaked at $380K in Q3 2024. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 17,236 AT&T shares in Q4 2024, an estimated $380K.
  • Bright Futures Wealth Management first reported a position in AT&T in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's AT&T position peaked at $380K in Q3 2024.
  • 2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.