Core Wealth Advisors (Florida)’s AT&T T Stock Holding History

Core Wealth Advisors (Florida)’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	-185	Closed	-$3.26K	–	215
2024 Q1	$3.26K	Hold	185	–	–	﹤0.01%	234
2023 Q4	$3.1K	Hold	185	–	–	﹤0.01%	233
2023 Q3	$2.78K	Hold	185	–	–	﹤0.01%	213
2023 Q2	$2.95K	Hold	185	–	–	﹤0.01%	211
2023 Q1	$3.56K	Hold	185	–	–	﹤0.01%	212
2022 Q4	$3.41K	Hold	185	–	–	﹤0.01%	225
2022 Q3	$3K	Sell	185 -400	-68%	-$7.28K	﹤0.01%	197
2022 Q2	$12K	Sell	585 -44	-7%	-$877	0.01%	135
2022 Q1	$11K	Sell	629 -4,237	-87%	-$78.4K	0.01%	143
2021 Q4	$90K	Buy	4,866 +4,150	+580%	+$77.6K	0.05%	64
2021 Q3	$15K	Buy	716 +114	+19%	+$2.4K	0.01%	123
2021 Q2	$13K	Buy	602 +105	+21%	+$2.39K	0.01%	121
2021 Q1	$11K	Sell	497 -1,155	-70%	-$25.5K	0.01%	111
2020 Q4	$36K	Buy	1,652 +1,553	+1,569%	+$33.5K	0.03%	68
2020 Q3	$2K	Hold	99	–	–	﹤0.01%	138
2020 Q2	$2K	Sell	99 -1,271	-93%	-$28.9K	﹤0.01%	114
2020 Q1	$30K	Hold	1,370	–	–	0.02%	61
2019 Q4	$40K	Buy	+1,370	New	+$39.6K	0.02%	63

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Core Wealth Advisors (Florida)'s T Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of AT&T (T) in Q2 2024, closing a stake of 185 shares — an estimated $3.26K sold.

Core Wealth Advisors (Florida) first reported a position in T in Q4 2019 and held it in 18 quarters. The position peaked at $90K in Q4 2021. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 185 AT&T shares in Q2 2024, an estimated $3.26K.
Core Wealth Advisors (Florida) first reported a position in AT&T in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s AT&T position peaked at $90K in Q4 2021.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.