EdgeRock Capital’s AT&T T Stock Holding History

EdgeRock Capital’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 Q3	–	Sell	-4,320	Closed	-$82.6K	–	263
2024 Q2	$82.6K	Buy	+4,320	New	+$75.1K	0.06%	82
2024 Q1	–	Sell	-3,425	Closed	-$61.1K	–	279
2023 Q4	$61.1K	Buy	+3,425	New	+$54.1K	0.04%	98
2023 Q3	–	Sell	-33,217	Closed	-$530K	–	80
2023 Q2	$530K	Sell	33,217 -934	-3%	-$15.9K	0.26%	30
2023 Q1	$657K	Buy	34,151 +930	+3%	+$17.8K	0.34%	25
2022 Q4	$612K	Buy	33,221 +1,976	+6%	+$35.4K	0.34%	25
2022 Q3	$480K	Buy	31,245 +2,189	+8%	+$39.8K	0.27%	27
2022 Q2	$609K	Buy	+29,056	New	+$579K	0.42%	21

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

EdgeRock Capital's T Position: Q3 2024 in Review

EdgeRock Capital sold out of AT&T (T) in Q3 2024, closing a stake of 4,320 shares — an estimated $82.6K sold.

EdgeRock Capital first reported a position in T in Q2 2022 and held it in 7 quarters. The position peaked at $657K in Q1 2023. 2,447 funds tracked by Wall St. Rank hold T as of Q3 2024.

EdgeRock Capital reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
EdgeRock Capital sold 4,320 AT&T shares in Q3 2024, an estimated $82.6K.
EdgeRock Capital first reported a position in AT&T in Q2 2022 and held it in 7 quarters.
EdgeRock Capital's AT&T position peaked at $657K in Q1 2023.
2,447 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.