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Capital Wealth Alliance’s AT&T T Stock Holding History

Capital Wealth Alliance’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
Q4 		– Sell
-10,307
Closed -$155K – 104
2023
Q3 		$155K Buy
10,307
+48
+0.5% +$704 0.12% 94
2023
Q2 		$164K Sell
10,259
-669
-6% -$11.4K 0.12% 101
2023
Q1 		$210K Sell
10,928
-544
-5% -$10.4K 0.17% 98
2022
Q4 		$211K Sell
11,472
-205
-2% -$3.67K 0.18% 100
2022
Q3 		$179K Sell
11,677
-1,404
-11% -$25.5K 0.15% 108
2022
Q2 		$274K Sell
13,081
-1,356
-9% -$27K 0.19% 100
2022
Q1 		$257K Sell
14,437
-786
-5% -$14.5K 0.15% 111
2021
Q4 		$282K Sell
15,223
-488
-3% -$9.12K 0.16% 109
2021
Q3 		$304K Sell
15,711
-1,138
-7% -$23.9K 0.18% 105
2021
Q2 		$353K Sell
16,849
-2,405
-12% -$54.7K 0.23% 96
2021
Q1 		$440K Sell
19,254
-241
-1% -$5.33K 0.29% 80
2020
Q4 		$420K Sell
19,495
-297
-2% -$6.41K 0.31% 77
2020
Q3 		$426K Buy
19,792
+8,124
+70% +$182K 0.38% 63
2020
Q2 		$266K Sell
11,668
-5,095
-30% -$116K 0.28% 75
2020
Q1 		$369K Buy
16,763
+961
+6% +$26.3K 0.39% 66
2019
Q4 		$449K Buy
+15,802
New +$456K 0.37% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Wealth Alliance's T Position: Q4 2023 in Review

Capital Wealth Alliance sold out of AT&T (T) in Q4 2023, closing a stake of 10,307 shares — an estimated $155K sold.

Capital Wealth Alliance first reported a position in T in Q4 2019 and held it in 16 quarters. The position peaked at $449K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Capital Wealth Alliance reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • Capital Wealth Alliance sold 10,307 AT&T shares in Q4 2023, an estimated $155K.
  • Capital Wealth Alliance first reported a position in AT&T in Q4 2019 and held it in 16 quarters.
  • Capital Wealth Alliance's AT&T position peaked at $449K in Q4 2019.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Capital Wealth Alliance's 13F filing for Q4 2023, filed 24 Jan 2024.