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

Brophy 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 		$399K Buy
+18,118
New +$361K 0.14% 154

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in AT&T (T) in Q3 2024: 18,118 shares worth $399K. The stake represents 0.14% of the portfolio and ranks #154 among its holdings.

2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Brophy Wealth Management held 18,118 shares of AT&T worth $399K as of Q3 2024.
  • AT&T was a new Brophy Wealth Management position in Q3 2024.
  • AT&T made up 0.14% of Brophy Wealth Management's portfolio in Q3 2024, its #154 holding.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.