JWM
T icon

Janiczek Wealth Management’s AT&T T Stock Holding History

Janiczek 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
Q2 		$85.1K Buy
4,455
+80
+2% +$1.39K 0.02% 311
2024
Q1 		$77K Sell
4,375
-857
-16% -$14.6K 0.02% 338
2023
Q4 		$87.8K Buy
5,232
+2,819
+117% +$44.5K 0.02% 286
2023
Q3 		$36.2K Sell
2,413
-585
-20% -$8.57K 0.01% 417
2023
Q2 		$47.8K Sell
2,998
-6,576
-69% -$112K 0.01% 327
2023
Q1 		$191K Sell
9,574
-1,623
-14% -$31K 0.05% 122
2022
Q4 		$218K Buy
11,197
+2,893
+35% +$51.8K 0.06% 112
2022
Q3 		$124K Sell
8,304
-5,107
-38% -$92.9K 0.04% 165
2022
Q2 		$253K Sell
13,411
-684
-5% -$13.6K 0.08% 84
2022
Q1 		$251K Buy
14,095
+4,010
+40% +$74.2K 0.07% 89
2021
Q4 		$187K Buy
10,085
+3,191
+46% +$59.6K 0.06% 117
2021
Q3 		$141K Sell
6,894
-4,036
-37% -$84.8K 0.05% 131
2021
Q2 		$238K Sell
10,930
-431
-4% -$9.8K 0.09% 67
2021
Q1 		$260K Buy
11,361
+3,090
+37% +$68.3K 0.1% 54
2020
Q4 		$180K Buy
8,271
+4,061
+96% +$87.6K 0.09% 65
2020
Q3 		$91K Buy
4,210
+1,275
+43% +$28.5K 0.05% 73
2020
Q2 		$67K Buy
2,935
+1,995
+212% +$45.4K 0.04% 73
2020
Q1 		$21K Hold
940
– – 0.01% 89
2019
Q4 		$28K Hold
940
– – 0.01% 85
2019
Q3 		$27K Buy
+940
New +$24.9K 0.01% 88
2019
Q2 		– Sell
-18,637
Closed -$441K – 200
2019
Q1 		$441K Hold
18,637
– – 0.21% 27
2018
Q4 		$402K Hold
18,637
– – 0.2% 27
2018
Q3 		$473K Hold
18,637
– – 0.25% 23
2018
Q2 		$452K Hold
18,637
– – 0.24% 24
2018
Q1 		$502K Hold
18,637
– – 0.28% 20
2017
Q4 		$547K Hold
18,637
– – 0.3% 17
2017
Q3 		$551K Hold
18,637
– – 0.31% 19
2017
Q2 		$531K Sell
18,637
-8,426
-31% -$248K 0.31% 17
2017
Q1 		$849K Buy
27,063
+117
+0.4% +$3.68K 0.49% 14
2016
Q4 		$866K Buy
+26,946
New +$795K 0.39% 12

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's T Position: Q2 2024 in Review

Janiczek Wealth Management increased its AT&T (T) stake by 1.8% in Q2 2024, buying an estimated $1.39K and bringing the position to 4,455 shares worth $85.1K. The position accounts for 0.02% of the portfolio, ranked #311.

Janiczek Wealth Management first reported a position in T in Q4 2016 and has held it in 30 quarters since. The position peaked at $866K in Q4 2016. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2024.

  • Janiczek Wealth Management held 4,455 shares of AT&T worth $85.1K as of Q2 2024.
  • Janiczek Wealth Management bought 80 AT&T shares in Q2 2024, an estimated $1.39K.
  • AT&T made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #311 holding.
  • Janiczek Wealth Management first reported a position in AT&T in Q4 2016 and has held it in 30 quarters since.
  • Janiczek Wealth Management's AT&T position peaked at $866K in Q4 2016.
  • 2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.