Curi Wealth Management’s AT&T T Stock Holding History

Curi Wealth Management’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	-13,546	Closed	-$227K	–	135
2023 Q4	$227K	Buy	13,546 +2,376	+21%	+$37.5K	0.03%	144
2023 Q3	$168K	Sell	11,170 -4,803	-30%	-$70.4K	0.03%	146
2023 Q2	$255K	Buy	15,973 +94	+0.6%	+$1.6K	0.03%	141
2023 Q1	$306K	Sell	15,879 -2,328	-13%	-$44.5K	0.04%	122
2022 Q4	$335K	Buy	18,207 +5,295	+41%	+$94.8K	0.05%	135
2022 Q3	$198K	Buy	12,912 +12,147	+1,588%	+$221K	0.03%	178
2022 Q2	$16K	Buy	765 +25	+3%	+$499	﹤0.01%	333
2022 Q1	$13K	Hold	740	–	–	﹤0.01%	332
2021 Q4	$13K	Buy	+740	New	+$13.8K	﹤0.01%	291
2021 Q1	–	Sell	-1,164	Closed	-$25K	–	437
2020 Q4	$25K	Buy	+1,164	New	+$25.1K	0.02%	196

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

Curi Wealth Management's T Position: Q1 2024 in Review

Curi Wealth Management sold out of AT&T (T) in Q1 2024, closing a stake of 13,546 shares — an estimated $227K sold.

Curi Wealth Management first reported a position in T in Q4 2020 and held it in 10 quarters. The position peaked at $335K in Q4 2022. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Curi Wealth Management reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 13,546 AT&T shares in Q1 2024, an estimated $227K.
Curi Wealth Management first reported a position in AT&T in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's AT&T position peaked at $335K in Q4 2022.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.