Granite Bay Wealth Management’s AT&T T Stock Holding History

Granite Bay Wealth Management’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	–	Sell	-67,109	Closed	-$1.06M	–	264
2023 Q4	$1.06M	Buy	67,109 +707	+1%	+$11.2K	0.01%	203
2023 Q3	$973K	Buy	+66,402	New	+$973K	0.01%	217

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

Granite Bay Wealth Management's T Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of AT&T (T) in Q1 2024, closing a stake of 67,109 shares — an estimated $1.06M sold.

Granite Bay Wealth Management first reported a position in T in Q3 2023 and held it in 2 quarters. The position peaked at $1.06M in Q4 2023. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Granite Bay Wealth Management reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 67,109 AT&T shares in Q1 2024, an estimated $1.06M.
Granite Bay Wealth Management first reported a position in AT&T in Q3 2023 and held it in 2 quarters.
Granite Bay Wealth Management's AT&T position peaked at $1.06M in Q4 2023.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.