KIG
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Kowal Investment Group’s AT&T T Stock Holding History

Kowal Investment 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
Q3 		$1.44M Sell
65,664
-898
-1% -$17.9K 0.27% 58
2024
Q2 		$1.27M Buy
66,562
+2,168
+3% +$37.7K 0.25% 60
2024
Q1 		$1.13M Buy
64,394
+3,043
+5% +$52K 0.24% 63
2023
Q4 		$1.03M Sell
61,351
-7,337
-11% -$116K 0.24% 58
2023
Q3 		$1.03M Sell
68,688
-1,038
-1% -$15.2K 0.28% 53
2023
Q2 		$1.11M Sell
69,726
-146
-0.2% -$2.49K 0.3% 47
2023
Q1 		$1.35M Buy
69,872
+718
+1% +$13.7K 0.38% 36
2022
Q4 		$1.27M Sell
69,154
-889
-1% -$15.9K 0.38% 36
2022
Q3 		$1.07M Buy
70,043
+6,993
+11% +$127K 0.36% 33
2022
Q2 		$1.32M Sell
63,050
-13,055
-17% -$260K 0.43% 24
2022
Q1 		$1.36M Buy
76,105
+1,131
+2% +$20.9K 0.41% 26
2021
Q4 		$1.39M Buy
74,974
+10,380
+16% +$194K 0.41% 20
2021
Q3 		$1.32M Sell
64,594
-1,268
-2% -$26.6K 0.42% 19
2021
Q2 		$1.43M Buy
65,862
+2,272
+4% +$51.7K 0.52% 18
2021
Q1 		$1.45M Buy
63,590
+570
+0.9% +$12.6K 0.59% 15
2020
Q4 		$1.37M Buy
+63,020
New +$1.36M 0.63% 14

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kowal Investment Group's T Position: Q3 2024 in Review

Kowal Investment Group reduced its AT&T (T) stake by 1.3% in Q3 2024, selling an estimated $17.9K and leaving 65,664 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #58.

Kowal Investment Group first reported a position in T in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.45M in Q1 2021. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Kowal Investment Group held 65,664 shares of AT&T worth $1.44M as of Q3 2024.
  • Kowal Investment Group sold 898 AT&T shares in Q3 2024, an estimated $17.9K.
  • AT&T made up 0.27% of Kowal Investment Group's portfolio in Q3 2024, its #58 holding.
  • Kowal Investment Group first reported a position in AT&T in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's AT&T position peaked at $1.45M in Q1 2021.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.