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

Bulltick 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 Q1	–	Sell	-13,524	Closed	-$227K	–	120
2023 Q4	$227K	Sell	13,524 -3,893	-22%	-$61.5K	0.05%	101
2023 Q3	$262K	Sell	17,417 -5,144	-23%	-$75.4K	0.07%	104
2023 Q2	$360K	Buy	22,561 +5,761	+34%	+$98.1K	0.08%	101
2023 Q1	$323K	Buy	16,800 +200	+1%	+$3.82K	0.09%	106
2022 Q4	$306K	Sell	16,600 -46	-0.3%	-$823	0.09%	99
2022 Q3	$255K	Sell	16,646 -202,554	-92%	-$3.69M	0.08%	102
2022 Q2	$4.59M	Sell	219,200 -78,568	-26%	-$1.57M	1.25%	31
2022 Q1	$5.31M	Buy	297,768 +12,711	+4%	+$235K	1.21%	31
2021 Q4	$5.3M	Buy	285,057 +3,522	+1%	+$65.8K	1.08%	35
2021 Q3	$5.74M	Sell	281,535 -7,269	-3%	-$153K	1.32%	32
2021 Q2	$6.28M	Sell	288,804 -61,563	-18%	-$1.4M	1.48%	31
2021 Q1	$8.01M	Buy	350,367 +91,589	+35%	+$2.03M	2.27%	24
2020 Q4	$5.62M	Buy	+258,778	New	+$5.58M	1.69%	28

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 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 Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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