Heritage Wealth Partners’s AT&T T Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$250K	Sell	8,842 -3,258	-27%	-$81.9K	0.38%	50
2024 Q4	$276K	Buy	12,100 +54	+0.4%	+$1.22K	0.35%	51
2024 Q3	$265K	Buy	12,046 +32	+0.3%	+$637	0.31%	54
2024 Q2	$230K	Sell	12,014 -3,004	-20%	-$52.2K	0.33%	53
2024 Q1	$252K	Hold	15,018	–	–	0.51%	35
2023 Q4	$252K	Buy	15,018 +1,605	+12%	+$25.3K	0.51%	35
2023 Q3	$201K	Sell	13,413 -1,589	-11%	-$23.3K	0.43%	38
2023 Q2	$239K	Buy	+15,002	New	+$256K	0.14%	64
2023 Q1	–	Sell	-15,060	Closed	-$284K	–	52
2022 Q4	$284K	Buy	+15,060	New	+$270K	0.26%	36

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Partners's T Position: Q1 2025 in Review

Heritage Wealth Partners reduced its AT&T (T) stake by 27% in Q1 2025, selling an estimated $81.9K and leaving 8,842 shares worth $250K. The position accounts for 0.38% of the portfolio, ranked #50.

Heritage Wealth Partners first reported a position in T in Q4 2022 and has held it in 9 quarters since. The position peaked at $284K in Q4 2022. 2,863 funds tracked by Wall St. Rank hold T as of Q1 2025.

Heritage Wealth Partners held 8,842 shares of AT&T worth $250K as of Q1 2025.
Heritage Wealth Partners sold 3,258 AT&T shares in Q1 2025, an estimated $81.9K.
AT&T made up 0.38% of Heritage Wealth Partners's portfolio in Q1 2025, its #50 holding.
Heritage Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's AT&T position peaked at $284K in Q4 2022.
2,863 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.