FirstPurpose Wealth’s AT&T T Stock Holding History

FirstPurpose Wealth’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	$226K	Sell	13,517 -329	-2%	-$5.62K	0.08%	190
2023 Q4	$232K	Sell	13,846 -83	-0.6%	-$1.31K	0.09%	183
2023 Q3	$209K	Buy	13,929 +3,771	+37%	+$55.3K	0.09%	181
2023 Q2	$162K	Buy	+10,158	New	+$173K	0.07%	191
2023 Q1	–	Sell	-10,413	Closed	-$192K	–	200
2022 Q4	$192K	Buy	+10,413	New	+$186K	0.11%	176
2022 Q1	–	Sell	-11,696	Closed	-$217K	–	159
2021 Q4	$217K	Buy	+11,696	New	+$219K	0.14%	129

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FirstPurpose Wealth's T Position: Q1 2024 in Review

FirstPurpose Wealth reduced its AT&T (T) stake by 2.4% in Q1 2024, selling an estimated $5.62K and leaving 13,517 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #190.

FirstPurpose Wealth first reported a position in T in Q4 2021 and has held it in 6 quarters since. The position peaked at $232K in Q4 2023. 2,416 funds tracked by Wall St. Rank hold T as of Q1 2024.

FirstPurpose Wealth held 13,517 shares of AT&T worth $226K as of Q1 2024.
FirstPurpose Wealth sold 329 AT&T shares in Q1 2024, an estimated $5.62K.
AT&T made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #190 holding.
FirstPurpose Wealth first reported a position in AT&T in Q4 2021 and has held it in 6 quarters since.
FirstPurpose Wealth's AT&T position peaked at $232K in Q4 2023.
2,416 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.