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Executive Wealth Group’s AT&T T Stock Holding History

Executive Wealth Group’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 		$218K Buy
+12,532
New +$214K 0.05% 54

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Executive Wealth Group's T Position: Q1 2024 in Review

Executive Wealth Group opened a new position in AT&T (T) in Q1 2024: 12,532 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #54 among its holdings.

2,418 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Executive Wealth Group held 12,532 shares of AT&T worth $218K as of Q1 2024.
  • AT&T was a new Executive Wealth Group position in Q1 2024.
  • AT&T made up 0.05% of Executive Wealth Group's portfolio in Q1 2024, its #54 holding.
  • 2,418 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.