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Cascade Investment Advisors’s AT&T T Stock Holding History

Cascade Investment Advisors’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 		– Sell
-61,265
Closed -$1.17M – 118
2024
Q2 		$1.17M Sell
61,265
-8,700
-12% -$151K 0.79% 61
2024
Q1 		$1.23M Buy
69,965
+50
+0.1% +$854 0.8% 62
2023
Q4 		$1.17M Sell
69,915
-8,232
-11% -$130K 0.84% 60
2023
Q3 		$1.17M Buy
78,147
+550
+0.7% +$8.06K 0.93% 50
2023
Q2 		$1.24M Buy
77,597
+5,032
+7% +$85.7K 0.92% 50
2023
Q1 		$1.4M Sell
72,565
-1,100
-1% -$21K 1.11% 37
2022
Q4 		$1.36M Buy
73,665
+400
+0.5% +$7.16K 1.13% 35
2022
Q3 		$1.34M Buy
73,265
+11,385
+18% +$207K 1.15% 33
2022
Q2 		$1.3M Buy
+61,880
New +$1.23M 1.02% 37
2019
Q1 		– Sell
-963
Closed -$20.7K – 232
2018
Q4 		$20.7K Sell
963
-3,310
-77% -$77.1K 0.02% 166
2018
Q3 		$108K Hold
4,273
– – 0.09% 110
2018
Q2 		$104K Sell
4,273
-785
-16% -$19.7K 0.09% 110
2018
Q1 		$136K Sell
5,058
-735
-13% -$20.5K 0.11% 105
2017
Q4 		$170K Buy
5,793
+735
+15% +$20.1K 0.13% 100
2017
Q3 		$150K Hold
5,058
– – 0.12% 99
2017
Q2 		$144K Hold
5,058
– – 0.12% 100
2017
Q1 		$159K Hold
5,058
– – 0.14% 90
2016
Q4 		$162K Buy
+5,058
New +$149K 0.14% 87
2016
Q2 		$30.2K Buy
+927
New +$27.6K 0.03% 117

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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