DFPG Investments’s AT&T T Stock Holding History

DFPG Investments’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
2019 Q4	–	Sell	-13,240	Closed	-$17K	–	182
2019 Q3	$17K	Buy	+13,240	New	+$351K	0.01%	159

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's T Position: Q4 2023 in Review

DFPG Investments reduced its AT&T (T) stake by 15% in Q4 2023, selling an estimated $164K and leaving 61,029 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #224.

DFPG Investments first reported a position in T in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.88M in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

DFPG Investments held 61,029 shares of AT&T worth $1.05M as of Q4 2023.
DFPG Investments sold 10,366 AT&T shares in Q4 2023, an estimated $164K.
AT&T made up 0.08% of DFPG Investments's portfolio in Q4 2023, its #224 holding.
DFPG Investments first reported a position in AT&T in Q4 2018 and has held it in 19 quarters since.
DFPG Investments's AT&T position peaked at $1.88M in Q1 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.