Gateway Advisory’s AT&T T Stock Holding History

Gateway Advisory’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
2023 Q4	–	Sell	-11,463	Closed	-$172K	–	142
2023 Q3	$172K	Buy	+11,463	New	+$168K	0.04%	106
2021 Q4	–	Sell	-13,411	Closed	-$274K	–	118
2021 Q3	$274K	Buy	+13,411	New	+$282K	0.06%	89
2020 Q1	–	Sell	-7,053	Closed	-$208K	–	75
2019 Q4	$208K	Sell	7,053 -522	-7%	-$15.1K	0.05%	60
2019 Q3	$216K	Buy	+7,575	New	+$201K	0.07%	52
2018 Q4	–	Sell	-8,801	Closed	-$223K	–	77
2018 Q3	$223K	Sell	8,801 -843	-9%	-$20.6K	0.06%	68
2018 Q2	$234K	Buy	+9,644	New	+$242K	0.07%	57
2018 Q1	–	Sell	-12,913	Closed	-$379K	–	97
2017 Q4	$379K	Buy	+12,913	New	+$353K	0.1%	59
2017 Q3	–	Sell	-8,565	Closed	-$244K	–	85
2017 Q2	$244K	Hold	8,565	–	–	0.08%	76
2017 Q1	$260K	Buy	8,565 +959	+13%	+$30.2K	0.08%	64
2016 Q4	$244K	Hold	7,606	–	–	0.08%	48
2016 Q3	$229K	Hold	7,606	–	–	0.08%	48
2016 Q2	$244K	Sell	7,606 -456	-6%	-$13.6K	0.09%	39
2016 Q1	$239K	Buy	+8,062	New	+$223K	0.11%	33
2014 Q1	–	Sell	-7,924	Closed	-$210K	–	49
2013 Q4	$210K	Buy	+7,924	New	+$208K	0.12%	38

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return