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Geller Advisors’s AT&T T Stock Holding History

Geller 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
Q4 		$571K Sell
25,088
-673
-3% -$15.1K 0.04% 117
2024
Q3 		$567K Buy
25,761
+2,797
+12% +$55.7K 0.04% 119
2024
Q2 		$439K Sell
22,964
-1,340
-6% -$23.3K 0.03% 156
2024
Q1 		$428K Buy
24,304
+5,786
+31% +$98.8K 0.03% 169
2023
Q4 		$311K Sell
18,518
-8,751
-32% -$138K 0.03% 196
2023
Q3 		$410K Buy
27,269
+1,176
+5% +$17.2K 0.05% 144
2023
Q2 		$416K Buy
26,093
+6,351
+32% +$108K 0.05% 147
2023
Q1 		$380K Buy
19,742
+5,735
+41% +$110K 0.06% 96
2022
Q4 		$258K Sell
14,007
-3,816
-21% -$68.3K 0.04% 112
2022
Q3 		$273K Buy
17,823
+3,741
+27% +$68.1K 0.06% 88
2022
Q2 		$295K Sell
14,082
-9,329
-40% -$186K 0.06% 87
2022
Q1 		$418K Sell
23,411
-2,739
-10% -$50.7K 0.08% 72
2021
Q4 		$486K Buy
26,150
+1,473
+6% +$27.5K 0.09% 59
2021
Q3 		$503K Sell
24,677
-3,478
-12% -$73.1K 0.11% 55
2021
Q2 		$612K Buy
28,155
+303
+1% +$6.89K 0.13% 40
2021
Q1 		$637K Buy
27,852
+5,835
+27% +$129K 0.15% 36
2020
Q4 		$579K Sell
22,017
-14,911
-40% -$322K 0.15% 35
2020
Q3 		$795K Buy
36,928
+12,474
+51% +$279K 0.23% 16
2020
Q2 		$558K Buy
+24,454
New +$557K 0.17% 25

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's T Position: Q4 2024 in Review

Geller Advisors reduced its AT&T (T) stake by 2.6% in Q4 2024, selling an estimated $15.1K and leaving 25,088 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #117.

Geller Advisors first reported a position in T in Q2 2020 and has held it in 19 quarters since. The position peaked at $795K in Q3 2020. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Geller Advisors held 25,088 shares of AT&T worth $571K as of Q4 2024.
  • Geller Advisors sold 673 AT&T shares in Q4 2024, an estimated $15.1K.
  • AT&T made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #117 holding.
  • Geller Advisors first reported a position in AT&T in Q2 2020 and has held it in 19 quarters since.
  • Geller Advisors's AT&T position peaked at $795K in Q3 2020.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.