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Cedar Brook Financial Partners’s AT&T T Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-26,875
Closed -$473K – 356
2024
Q1 		$473K Sell
26,875
-2,557
-9% -$43.7K 0.09% 210
2023
Q4 		$478K Buy
29,432
+1,955
+7% +$30.9K 0.11% 200
2023
Q3 		$413K Sell
27,477
-9,232
-25% -$135K 0.11% 195
2023
Q2 		$586K Sell
36,709
-1,359
-4% -$23.1K 0.14% 155
2023
Q1 		$733K Buy
38,068
+2,854
+8% +$54.5K 0.19% 128
2022
Q4 		$648K Buy
35,214
+1,655
+5% +$29.6K 0.18% 138
2022
Q3 		$515K Buy
33,559
+427
+1% +$7.77K 0.17% 161
2022
Q2 		$694K Sell
33,132
-10,433
-24% -$208K 0.22% 117
2022
Q1 		$778K Sell
43,565
-670
-2% -$12.4K 0.2% 124
2021
Q4 		$822K Buy
44,235
+2,162
+5% +$40.4K 0.21% 116
2021
Q3 		$858K Sell
42,073
-3,222
-7% -$67.7K 0.26% 99
2021
Q2 		$985K Buy
45,295
+8,257
+22% +$188K 0.28% 92
2021
Q1 		$847K Sell
37,038
-7,520
-17% -$166K 0.29% 86
2020
Q4 		$968K Sell
44,558
-7,498
-14% -$162K 0.34% 77
2020
Q3 		$1.12M Buy
52,056
+378
+0.7% +$8.45K 0.44% 56
2020
Q2 		$1.18M Buy
51,678
+4,354
+9% +$99.2K 0.53% 46
2020
Q1 		$1.04M Sell
47,324
-7,315
-13% -$200K 0.58% 45
2019
Q4 		$1.61M Sell
54,639
-1,730
-3% -$50K 0.69% 33
2019
Q3 		$1.61M Buy
56,369
+356
+0.6% +$9.43K 0.71% 29
2019
Q2 		$1.42M Buy
56,013
+2,558
+5% +$61.4K 0.65% 32
2019
Q1 		$1.27M Sell
53,455
-2,630
-5% -$60.5K 0.62% 39
2018
Q4 		$1.21M Buy
+56,085
New +$1.31M 0.73% 31

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cedar Brook Financial Partners's T Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of AT&T (T) in Q2 2024, closing a stake of 26,875 shares — an estimated $473K sold.

Cedar Brook Financial Partners first reported a position in T in Q4 2018 and held it in 22 quarters. The position peaked at $1.61M in Q4 2019. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 26,875 AT&T shares in Q2 2024, an estimated $473K.
  • Cedar Brook Financial Partners first reported a position in AT&T in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's AT&T position peaked at $1.61M in Q4 2019.
  • 2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.