CIC Wealth’s AT&T T Stock Holding History

CIC Wealth’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	-11,821	Closed	-$208K	–	164
2024 Q1	$208K	Sell	11,821 -94	-0.8%	-$1.6K	0.06%	154
2023 Q4	$200K	Buy	11,915 +1,700	+17%	+$26.8K	0.06%	154
2023 Q3	$153K	Sell	10,215 -550	-5%	-$8.06K	0.06%	144
2023 Q2	$172K	Buy	+10,765	New	+$183K	0.06%	157

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIC Wealth's T Position: Q2 2024 in Review

CIC Wealth sold out of AT&T (T) in Q2 2024, closing a stake of 11,821 shares — an estimated $208K sold.

CIC Wealth first reported a position in T in Q2 2023 and held it in 4 quarters. The position peaked at $208K in Q1 2024. 2,398 funds tracked by Wall St. Rank hold T as of Q2 2024.

CIC Wealth reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
CIC Wealth sold 11,821 AT&T shares in Q2 2024, an estimated $208K.
CIC Wealth first reported a position in AT&T in Q2 2023 and held it in 4 quarters.
CIC Wealth's AT&T position peaked at $208K in Q1 2024.
2,398 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on CIC Wealth's 13F filing for Q2 2024, filed 12 Jul 2024.