Fortitude Advisory Group’s AT&T T Stock Holding History

Fortitude Advisory 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 Q2	–	Sell	-15,614	Closed	-$275K	–	219
2024 Q1	$275K	Sell	15,614 -6,258	-29%	-$107K	0.16%	140
2023 Q4	$367K	Sell	21,872 -3,024	-12%	-$47.7K	0.22%	100
2023 Q3	$374K	Sell	24,896 -227	-0.9%	-$3.33K	0.25%	91
2023 Q2	$401K	Buy	25,123 +407	+2%	+$6.93K	0.29%	87
2023 Q1	$476K	Sell	24,716 -53	-0.2%	-$1.01K	0.37%	66
2022 Q4	$456K	Buy	24,769 +4,098	+20%	+$73.4K	0.39%	70
2022 Q3	$317K	Buy	20,671 +774	+4%	+$14.1K	0.3%	91
2022 Q2	$417K	Sell	19,897 -3,950	-17%	-$78.8K	0.38%	72
2022 Q1	$426K	Buy	23,847 +427	+2%	+$7.9K	0.23%	78
2021 Q4	$435K	Buy	+23,420	New	+$438K	0.22%	78

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

Fortitude Advisory Group's T Position: Q2 2024 in Review

Fortitude Advisory Group sold out of AT&T (T) in Q2 2024, closing a stake of 15,614 shares — an estimated $275K sold.

Fortitude Advisory Group first reported a position in T in Q4 2021 and held it in 10 quarters. The position peaked at $476K in Q1 2023. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

Fortitude Advisory Group reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 15,614 AT&T shares in Q2 2024, an estimated $275K.
Fortitude Advisory Group first reported a position in AT&T in Q4 2021 and held it in 10 quarters.
Fortitude Advisory Group's AT&T position peaked at $476K in Q1 2023.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.