Kore Private Wealth’s AT&T T Stock Holding History

Kore Private Wealth’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
2022 Q3	$228K	Buy	14,869 +171	+1%	+$3.11K	0.04%	228
2022 Q2	$308K	Sell	14,698 -34,553	-70%	-$689K	0.05%	212
2022 Q1	$879K	Buy	49,251 +25,878	+111%	+$479K	0.11%	129
2021 Q4	$434K	Sell	23,373 -25,918	-53%	-$484K	0.05%	188
2021 Q3	$1.01M	Sell	49,291 -7,923	-14%	-$166K	0.11%	148
2021 Q2	$1.24M	Sell	57,214 -18,119	-24%	-$412K	0.14%	117
2021 Q1	$1.72M	Buy	75,333 +26,332	+54%	+$582K	0.23%	78
2020 Q4	$1.06M	Buy	49,001 +5,942	+14%	+$128K	0.16%	91
2020 Q3	$927K	Sell	43,059 -5	-0%	-$112	0.18%	91
2020 Q2	$983K	Sell	43,064 -47,717	-53%	-$1.09M	0.2%	82
2020 Q1	$2M	Buy	90,781 +53,676	+145%	+$1.47M	0.48%	51
2019 Q4	$1.09M	Sell	37,105 -7,544	-17%	-$218K	0.21%	87
2019 Q3	$1.26M	Sell	44,649 -33,013	-43%	-$875K	0.28%	75
2019 Q2	$1.97M	Sell	77,662 -38,233	-33%	-$917K	0.44%	46
2019 Q1	$2.75M	Buy	115,895 +6,461	+6%	+$149K	0.62%	42
2018 Q4	$2.36M	Buy	+109,434	New	+$2.55M	0.65%	39

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kore Private Wealth's T Position: Q3 2022 in Review

Kore Private Wealth increased its AT&T (T) stake by 1.2% in Q3 2022, buying an estimated $3.11K and bringing the position to 14,869 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #228.

Kore Private Wealth first reported a position in T in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2019. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

Kore Private Wealth held 14,869 shares of AT&T worth $228K as of Q3 2022.
Kore Private Wealth bought 171 AT&T shares in Q3 2022, an estimated $3.11K.
AT&T made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #228 holding.
Kore Private Wealth first reported a position in AT&T in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's AT&T position peaked at $2.75M in Q1 2019.
2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.