Claris Advisors’s AT&T T Stock Holding History

Claris 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 Q4	–	Sell	-1,372	Closed	-$30.2K	–	1023
2024 Q3	$30.2K	Buy	+1,372	New	+$27.3K	0.01%	159
2024 Q1	–	Sell	-19,311	Closed	-$324K	–	58
2023 Q4	$324K	Buy	19,311 +1	+0%	+$16	0.18%	38
2023 Q3	$290K	Hold	19,310	–	–	0.19%	38
2023 Q2	$308K	Buy	+19,310	New	+$329K	0.21%	36

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

Claris Advisors's T Position: Q4 2024 in Review

Claris Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 1,372 shares — an estimated $30.2K sold.

Claris Advisors first reported a position in T in Q2 2023 and held it in 4 quarters. The position peaked at $324K in Q4 2023. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Claris Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,372 AT&T shares in Q4 2024, an estimated $30.2K.
Claris Advisors first reported a position in AT&T in Q2 2023 and held it in 4 quarters.
Claris Advisors's AT&T position peaked at $324K in Q4 2023.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.