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Fernwood Investment Management’s AT&T T Stock Holding History

Fernwood Investment Management’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
-1,000
Closed -$17.6K – 637
2024
Q1 		$17.6K Buy
+1,000
New +$17.1K 0.01% 468
2021
Q3 		– Sell
-9,423
Closed -$205K – 205
2021
Q2 		$205K Buy
+9,423
New +$214K 0.07% 193

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fernwood Investment Management's T Position: Q2 2024 in Review

Fernwood Investment Management sold out of AT&T (T) in Q2 2024, closing a stake of 1,000 shares — an estimated $17.6K sold.

Fernwood Investment Management first reported a position in T in Q2 2021 and held it in 2 quarters. The position peaked at $205K in Q2 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2024.

  • Fernwood Investment Management reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,000 AT&T shares in Q2 2024, an estimated $17.6K.
  • Fernwood Investment Management first reported a position in AT&T in Q2 2021 and held it in 2 quarters.
  • Fernwood Investment Management's AT&T position peaked at $205K in Q2 2021.
  • 2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.