Cassady Schiller Wealth Management’s AT&T T Stock Holding History

Cassady Schiller 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	$42.1K	Buy	1,847 +248	+16%	+$5.58K	0.02%	220
2024 Q3	$35.2K	Hold	1,599	–	–	0.01%	228
2024 Q2	$30.6K	Hold	1,599	–	–	0.01%	239
2024 Q1	$28.1K	Sell	1,599 -1,305	-45%	-$22.3K	0.01%	256
2023 Q4	$48.7K	Hold	2,904	–	–	0.02%	205
2023 Q3	$43.6K	Hold	2,904	–	–	0.02%	207
2023 Q2	$46.3K	Sell	2,904 -200	-6%	-$3.41K	0.03%	204
2023 Q1	$59.8K	Hold	3,104	–	–	0.03%	183
2022 Q4	$57.1K	Sell	3,104 -7,116	-70%	-$127K	0.04%	183
2022 Q3	$157K	Buy	+10,220	New	+$186K	0.09%	102
2022 Q1	–	Sell	-5,052	Closed	-$94K	–	540
2021 Q4	$94K	Buy	+5,052	New	+$94.4K	0.06%	136

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's T Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its AT&T (T) stake by 16% in Q4 2024, buying an estimated $5.58K and bringing the position to 1,847 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #220.

Cassady Schiller Wealth Management first reported a position in T in Q4 2021 and has held it in 11 quarters since. The position peaked at $157K in Q3 2022. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Cassady Schiller Wealth Management held 1,847 shares of AT&T worth $42.1K as of Q4 2024.
Cassady Schiller Wealth Management bought 248 AT&T shares in Q4 2024, an estimated $5.58K.
AT&T made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #220 holding.
Cassady Schiller Wealth Management first reported a position in AT&T in Q4 2021 and has held it in 11 quarters since.
Cassady Schiller Wealth Management's AT&T position peaked at $157K in Q3 2022.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.