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Hamilton Wealth’s AT&T T Stock Holding History

Hamilton Wealth’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
-11,725
Closed -$176K – 104
2023
Q3 		$176K Buy
11,725
+693
+6% +$10.2K 0.06% 88
2023
Q2 		$176K Buy
+11,032
New +$188K 0.06% 92
2023
Q1 		– Sell
-181,025
Closed -$3.33M – 107
2022
Q4 		$3.33M Sell
181,025
-137,283
-43% -$2.46M 1.36% 20
2022
Q3 		$4.88M Buy
318,308
+161,809
+103% +$2.94M 2.06% 17
2022
Q2 		$3.28M Buy
156,499
+144,880
+1,247% +$2.89M 1.28% 24
2022
Q1 		$207K Buy
+11,619
New +$215K 0.09% 70
2021
Q1 		– Sell
-9,371
Closed -$204K – 61
2020
Q4 		$204K Sell
9,371
-295,831
-97% -$6.38M 0.1% 50
2020
Q3 		$6.57M Buy
305,202
+16,872
+6% +$377K 3.68% 8
2020
Q2 		$6.58M Buy
288,330
+136,257
+90% +$3.1M 3.92% 9
2020
Q1 		$3.35M Buy
152,073
+12,860
+9% +$351K 2.5% 22
2019
Q4 		$4.11M Buy
139,213
+2,442
+2% +$70.5K 2.78% 14
2019
Q3 		$3.91M Sell
136,771
-73,284
-35% -$1.94M 2.78% 16
2019
Q2 		$5.32M Buy
210,055
+81,663
+64% +$1.96M 3.88% 10
2019
Q1 		$3.04M Buy
128,392
+76,012
+145% +$1.75M 2.41% 13
2018
Q4 		$1.13M Buy
+52,380
New +$1.22M 1.11% 29

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
Morgan Stanley
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
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
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hamilton Wealth's T Position: Q4 2023 in Review

Hamilton Wealth sold out of AT&T (T) in Q4 2023, closing a stake of 11,725 shares — an estimated $176K sold.

Hamilton Wealth first reported a position in T in Q4 2018 and held it in 15 quarters. The position peaked at $6.58M in Q2 2020. 2,445 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Hamilton Wealth reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • Hamilton Wealth sold 11,725 AT&T shares in Q4 2023, an estimated $176K.
  • Hamilton Wealth first reported a position in AT&T in Q4 2018 and held it in 15 quarters.
  • Hamilton Wealth's AT&T position peaked at $6.58M in Q2 2020.
  • 2,445 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Hamilton Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.