Halpern Financial’s AT&T T Stock Holding History

Halpern Financial’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 Q3	$60.5K	Hold	2,726	–	–	0.02%	89
2024 Q2	$52.1K	Hold	2,726	–	–	0.01%	91
2024 Q1	$48K	Hold	2,726	–	–	0.01%	92
2023 Q4	$47K	Hold	2,726	–	–	0.01%	93
2023 Q3	$40.9K	Sell	2,726 -150	-5%	-$2.2K	0.01%	88
2023 Q2	$45.9K	Sell	2,876 -208	-7%	-$3.54K	0.02%	80
2023 Q1	$59.4K	Sell	3,084 -1,712	-36%	-$32.7K	0.02%	74
2022 Q4	$88.3K	Hold	4,796	–	–	0.03%	64
2022 Q3	$73.6K	Hold	4,796	–	–	0.03%	66
2022 Q2	$101K	Buy	4,796 +3,554	+286%	+$70.9K	0.04%	62
2022 Q1	$22.2K	Buy	1,242 +62	+5%	+$1.15K	0.01%	134
2021 Q4	$21.9K	Hold	1,180	–	–	0.01%	133
2021 Q3	$24.1K	Buy	1,180 +297	+34%	+$6.24K	0.01%	105
2021 Q2	$19.2K	Hold	883	–	–	0.01%	106
2021 Q1	$20.2K	Hold	883	–	–	0.01%	97
2020 Q4	$19.2K	Sell	883 -73	-8%	-$1.57K	0.01%	87
2020 Q3	$20.6K	Sell	956 -73	-7%	-$1.63K	0.01%	74
2020 Q2	$23.5K	Sell	1,029 -218	-17%	-$4.96K	0.02%	67
2020 Q1	$27.5K	Buy	+1,247	New	+$34.1K	0.03%	57

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Halpern Financial's T Position: Q3 2024 in Review

Halpern Financial held its AT&T (T) position steady in Q3 2024 at 2,726 shares worth $60.5K. The position accounts for 0.02% of the portfolio, ranked #89.

Halpern Financial first reported a position in T in Q1 2020 and has held it in 19 quarters since. The position peaked at $101K in Q2 2022. 2,445 funds tracked by Wall St. Rank hold T as of Q3 2024.

Halpern Financial held 2,726 shares of AT&T worth $60.5K as of Q3 2024.
Halpern Financial left its AT&T share count unchanged in Q3 2024.
AT&T made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #89 holding.
Halpern Financial first reported a position in AT&T in Q1 2020 and has held it in 19 quarters since.
Halpern Financial's AT&T position peaked at $101K in Q2 2022.
2,445 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.