Heritage Oak Wealth Advisors’s AT&T T Stock Holding History

Heritage Oak Wealth 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	–	Sell	-40,308	Closed	-$887K	–	171
2024 Q3	$887K	Buy	+40,308	New	+$802K	0.41%	46

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Heritage Oak Wealth Advisors's T Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 40,308 shares — an estimated $887K sold.

Heritage Oak Wealth Advisors first reported a position in T in Q3 2024 and held it in 1 quarter. The position peaked at $887K in Q3 2024. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 40,308 AT&T shares in Q4 2024, an estimated $887K.
Heritage Oak Wealth Advisors first reported a position in AT&T in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's AT&T position peaked at $887K in Q3 2024.
2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.