Edmonds Duncan Registered Investment Advisors’s AT&T T Stock Holding History

Edmonds Duncan Registered Investment Advisors’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	$223K	Buy	+10,119	New	+$201K	0.05%	97
2023 Q2	–	Sell	-10,832	Closed	-$209K	–	149
2023 Q1	$209K	Buy	10,832 +4	+0%	+$76	0.06%	127
2022 Q4	$199K	Buy	10,828 +4	+0%	+$72	0.07%	126
2022 Q3	$166K	Sell	10,824 -100	-0.9%	-$1.82K	0.06%	116
2022 Q2	$229K	Sell	10,924 -3,195	-23%	-$63.7K	0.08%	105
2022 Q1	$252K	Hold	14,119	–	–	0.07%	120
2021 Q4	$291K	Buy	14,119 +1,059	+8%	+$19.8K	0.08%	107
2021 Q3	$266K	Hold	13,060	–	–	0.08%	116
2021 Q2	$284K	Sell	13,060 -397	-3%	-$9.03K	0.09%	109
2021 Q1	$308K	Hold	13,457	–	–	0.1%	98
2020 Q4	$297K	Sell	13,457 -4,633	-26%	-$99.9K	0.1%	100
2020 Q3	$390K	Buy	18,090 +76	+0.4%	+$1.7K	0.16%	78
2020 Q2	$411K	Buy	18,014 +271	+2%	+$6.17K	0.18%	74
2020 Q1	$391K	Buy	17,743 +60	+0.3%	+$1.64K	0.2%	73
2019 Q4	$522K	Buy	17,683 +54	+0.3%	+$1.56K	0.21%	68
2019 Q3	$504K	Sell	17,629 -1,132	-6%	-$30K	0.21%	64
2019 Q2	$474K	Buy	18,761 +66	+0.4%	+$1.58K	0.2%	67
2019 Q1	$443K	Buy	18,695 +68	+0.4%	+$1.56K	0.18%	73
2018 Q4	$402K	Sell	18,627 -169	-0.9%	-$3.93K	0.19%	71
2018 Q3	$477K	Buy	18,796 +60	+0.3%	+$1.47K	0.2%	70
2018 Q2	$454K	Buy	18,736 +2,761	+17%	+$69.3K	0.2%	71
2018 Q1	$430K	Buy	15,975 +49	+0.3%	+$1.36K	0.19%	74
2017 Q4	$467K	Buy	15,926 +263	+2%	+$7.18K	0.21%	70
2017 Q3	$396K	Sell	15,663 -167	-1%	-$4.74K	0.18%	76
2017 Q2	$451K	Sell	15,830 -822	-5%	-$24.2K	0.26%	66
2017 Q1	$509K	Sell	16,652 -224	-1%	-$7.05K	0.27%	59
2016 Q4	$542K	Buy	16,876 +244	+1%	+$7.2K	0.31%	56
2016 Q3	$493K	Hold	16,632	–	–	0.3%	61
2016 Q2	$513K	Sell	16,632 -449	-3%	-$13.4K	0.31%	59
2016 Q1	$505K	Sell	17,081 -613	-3%	-$17K	0.34%	54
2015 Q4	$460K	Buy	+17,694	New	+$449K	0.32%	59

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 $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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's T Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors opened a new position in AT&T (T) in Q3 2024: 10,119 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #97 among its holdings. This is a return to the name: Edmonds Duncan Registered Investment Advisors previously reported a position in T as recently as Q1 2023.

Edmonds Duncan Registered Investment Advisors first reported a position in T in Q4 2015 and has held it in 31 quarters since. The position peaked at $542K in Q4 2016. 2,445 funds tracked by Wall St. Rank hold T as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 10,119 shares of AT&T worth $223K as of Q3 2024.
AT&T was a new Edmonds Duncan Registered Investment Advisors position in Q3 2024.
AT&T made up 0.05% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #97 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in AT&T in Q4 2015 and has held it in 31 quarters since.
Edmonds Duncan Registered Investment Advisors's AT&T position peaked at $542K in Q4 2016.
2,445 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.