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Kiely Wealth Advisory Group’s AT&T T Stock Holding History

Kiely Wealth Advisory Group’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 		$10.3K Hold
416
– – 0.01% 196
2024
Q3 		$9.22K Hold
416
– – 0.01% 204
2024
Q2 		$8.06K Buy
416
+116
+39% +$2.02K ﹤0.01% 200
2024
Q1 		$5.17K Sell
300
-2,742
-90% -$46.8K ﹤0.01% 207
2023
Q4 		$52.8K Buy
+3,042
New +$48K 0.03% 98

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Kiely Wealth Advisory Group's T Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its AT&T (T) position steady in Q4 2024 at 416 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #196.

Kiely Wealth Advisory Group first reported a position in T in Q4 2023 and has held it in 5 quarters since. The position peaked at $52.8K in Q4 2023. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Kiely Wealth Advisory Group held 416 shares of AT&T worth $10.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its AT&T share count unchanged in Q4 2024.
  • AT&T made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #196 holding.
  • Kiely Wealth Advisory Group first reported a position in AT&T in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's AT&T position peaked at $52.8K in Q4 2023.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.