Coulter & Justus Financial Services’s AT&T T Stock Holding History

Coulter & Justus Financial Services’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	–	Sell	-12,644	Closed	-$212K	–	122
2023 Q4	$212K	Buy	12,644 +252	+2%	+$3.98K	0.14%	37
2023 Q3	$186K	Buy	12,392 +1,811	+17%	+$26.5K	0.14%	40
2023 Q2	$169K	Buy	10,581 +520	+5%	+$8.86K	0.11%	42
2023 Q1	$194K	Buy	+10,061	New	+$192K	0.13%	48
2022 Q1	–	Sell	-15,139	Closed	-$281K	–	48
2021 Q4	$281K	Buy	+15,139	New	+$283K	0.22%	41

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

Coulter & Justus Financial Services's T Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of AT&T (T) in Q1 2024, closing a stake of 12,644 shares — an estimated $212K sold.

Coulter & Justus Financial Services first reported a position in T in Q4 2021 and held it in 5 quarters. The position peaked at $281K in Q4 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Coulter & Justus Financial Services reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Coulter & Justus Financial Services sold 12,644 AT&T shares in Q1 2024, an estimated $212K.
Coulter & Justus Financial Services first reported a position in AT&T in Q4 2021 and held it in 5 quarters.
Coulter & Justus Financial Services's AT&T position peaked at $281K in Q4 2021.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.