Core Wealth Partners’s AT&T T Stock Holding History

Core Wealth 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
2023 Q1	–	Sell	-10,771	Closed	-$849K	–	133
2022 Q4	$849K	Buy	+10,771	New	+$193K	0.96%	31

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

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

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

Norges Bank Oslo, Norway $935B AUM

Core Wealth Partners's T Position: Q1 2023 in Review

Core Wealth Partners sold out of AT&T (T) in Q1 2023, closing a stake of 10,771 shares — an estimated $849K sold.

Core Wealth Partners first reported a position in T in Q4 2022 and held it in 1 quarter. The position peaked at $849K in Q4 2022. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Core Wealth Partners reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 10,771 AT&T shares in Q1 2023, an estimated $849K.
Core Wealth Partners first reported a position in AT&T in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's AT&T position peaked at $849K in Q4 2022.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.