Connectus Wealth’s AT&T T Stock Holding History

Connectus 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 Q1	$7.63M	Buy	433,333 +152,550	+54%	+$2.6M	0.21%	102
2023 Q4	$4.71M	Sell	280,783 -25,450	-8%	-$402K	0.1%	170
2023 Q3	$4.6M	Buy	306,233 +211,801	+224%	+$3.1M	0.1%	174
2023 Q2	$1.51M	Buy	94,432 +14,762	+19%	+$251K	0.03%	246
2023 Q1	$1.53M	Sell	79,670 -52	-0.1%	-$994	0.04%	252
2022 Q4	$1.47M	Buy	79,722 +23,556	+42%	+$422K	0.03%	241
2022 Q3	$862K	Buy	56,166 +4,042	+8%	+$73.5K	0.02%	353
2022 Q2	$1.09M	Sell	52,124 -5,155	-9%	-$103K	0.03%	260
2022 Q1	$1.06M	Sell	57,279 -81,397	-59%	-$1.51M	0.03%	237
2021 Q4	$2.58M	Buy	+138,676	New	+$2.59M	0.1%	120

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's T Position: Q1 2024 in Review

Connectus Wealth increased its AT&T (T) stake by 54% in Q1 2024, buying an estimated $2.6M and bringing the position to 433,333 shares worth $7.63M. The position accounts for 0.21% of the portfolio, ranked #102.

Connectus Wealth first reported a position in T in Q4 2021 and has held it in 10 quarters since. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Connectus Wealth held 433,333 shares of AT&T worth $7.63M as of Q1 2024.
Connectus Wealth bought 152,550 AT&T shares in Q1 2024, an estimated $2.6M.
AT&T made up 0.21% of Connectus Wealth's portfolio in Q1 2024, its #102 holding.
Connectus Wealth first reported a position in AT&T in Q4 2021 and has held it in 10 quarters since.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.