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

Castle 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
2022 Q4	–	Sell	-9,877	Closed	-$152K	–	575
2022 Q3	$152K	Buy	9,877 +82	+0.8%	+$1.49K	0.09%	121
2022 Q2	$205K	Buy	+9,795	New	+$195K	0.12%	107

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Castle Wealth Management's T Position: Q4 2022 in Review

Castle Wealth Management sold out of AT&T (T) in Q4 2022, closing a stake of 9,877 shares — an estimated $152K sold.

Castle Wealth Management first reported a position in T in Q2 2022 and held it in 2 quarters. The position peaked at $205K in Q2 2022. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Castle Wealth Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 9,877 AT&T shares in Q4 2022, an estimated $152K.
Castle Wealth Management first reported a position in AT&T in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's AT&T position peaked at $205K in Q2 2022.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.