Delap Wealth Advisory’s AT&T T Stock Holding History

Delap Wealth Advisory’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	-27,939	Closed	-$492K	–	267
2024 Q1	$492K	Buy	+27,939	New	+$477K	0.2%	74

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

Delap Wealth Advisory's T Position: Q2 2024 in Review

Delap Wealth Advisory sold out of AT&T (T) in Q2 2024, closing a stake of 27,939 shares — an estimated $492K sold.

Delap Wealth Advisory first reported a position in T in Q1 2024 and held it in 1 quarter. The position peaked at $492K in Q1 2024. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2024.

Delap Wealth Advisory reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 27,939 AT&T shares in Q2 2024, an estimated $492K.
Delap Wealth Advisory first reported a position in AT&T in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's AT&T position peaked at $492K in Q1 2024.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.