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Kapstone Financial Advisors’s AT&T T Stock Holding History

Kapstone Financial 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
2023
Q4 		– Sell
-10,263
Closed -$154K – 102
2023
Q3 		$154K Sell
10,263
-4,250
-29% -$62.3K 0.14% 90
2023
Q2 		$208K Sell
14,513
-3,556
-20% -$60.6K 0.17% 97
2023
Q1 		$361K Sell
18,069
-1,320
-7% -$25.2K 0.33% 64
2022
Q4 		$393K Buy
+19,389
New +$347K 0.36% 62

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

Kapstone Financial Advisors's T Position: Q4 2023 in Review

Kapstone Financial Advisors sold out of AT&T (T) in Q4 2023, closing a stake of 10,263 shares — an estimated $154K sold.

Kapstone Financial Advisors first reported a position in T in Q4 2022 and held it in 4 quarters. The position peaked at $393K in Q4 2022. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Kapstone Financial Advisors reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • Kapstone Financial Advisors sold 10,263 AT&T shares in Q4 2023, an estimated $154K.
  • Kapstone Financial Advisors first reported a position in AT&T in Q4 2022 and held it in 4 quarters.
  • Kapstone Financial Advisors's AT&T position peaked at $393K in Q4 2022.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Kapstone Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.