Financial Synergies Wealth Advisors’s AT&T T Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-1,366	Closed	-$24K	–	425
2024 Q1	$24K	Buy	+1,366	New	+$23.3K	﹤0.01%	179
2023 Q4	–	Sell	-1,338	Closed	-$20.1K	–	542
2023 Q3	$20.1K	Buy	1,338 +15	+1%	+$220	﹤0.01%	175
2023 Q2	$21.1K	Buy	1,323 +12	+0.9%	+$204	﹤0.01%	161
2023 Q1	$25.2K	Buy	+1,311	New	+$25.1K	﹤0.01%	156

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's T Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of AT&T (T) in Q2 2024, closing a stake of 1,366 shares — an estimated $24K sold.

Financial Synergies Wealth Advisors first reported a position in T in Q1 2023 and held it in 4 quarters. The position peaked at $25.2K in Q1 2023. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,366 AT&T shares in Q2 2024, an estimated $24K.
Financial Synergies Wealth Advisors first reported a position in AT&T in Q1 2023 and held it in 4 quarters.
Financial Synergies Wealth Advisors's AT&T position peaked at $25.2K in Q1 2023.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.