LWM
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Laidlaw Wealth Management’s AT&T T Stock Holding History

Laidlaw 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
Q1 		– Sell
-27,563
Closed -$463K – 237
2023
Q4 		$463K Sell
27,563
-1,321
-5% -$20.9K 0.17% 138
2023
Q3 		$434K Sell
28,884
-21,786
-43% -$319K 0.14% 166
2023
Q2 		$808K Buy
50,670
+537
+1% +$9.15K 0.16% 147
2023
Q1 		$965K Sell
50,133
-2,377
-5% -$45.4K 0.2% 125
2022
Q4 		$967K Sell
52,510
-2,073
-4% -$37.1K 0.21% 123
2022
Q3 		$837K Sell
54,583
-3,943
-7% -$71.7K 0.2% 126
2022
Q2 		$1.23M Sell
58,526
-26,284
-31% -$524K 0.25% 109
2022
Q1 		$1.51M Buy
84,810
+2,142
+3% +$39.6K 0.25% 105
2021
Q4 		$1.54M Sell
82,668
-41,047
-33% -$767K 0.25% 108
2021
Q3 		$2.52M Sell
123,715
-6,996
-5% -$147K 0.65% 41
2021
Q2 		$2.84M Buy
130,711
+866
+0.7% +$19.7K 0.73% 36
2021
Q1 		$2.97M Sell
129,845
-7,508
-5% -$166K 1.01% 26
2020
Q4 		$2.98M Buy
137,353
+37,313
+37% +$805K 0.63% 40
2020
Q3 		$2.15M Sell
100,040
-5,801
-5% -$130K 0.96% 22
2020
Q2 		$2.42M Buy
105,841
+1,179
+1% +$26.9K 1.26% 15
2020
Q1 		$2.3M Sell
104,662
-326
-0.3% -$8.91K 1.51% 12
2019
Q4 		$3.1M Buy
+104,988
New +$3.03M 1.96% 6

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's T Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of AT&T (T) in Q1 2024, closing a stake of 27,563 shares — an estimated $463K sold.

Laidlaw Wealth Management first reported a position in T in Q4 2019 and held it in 17 quarters. The position peaked at $3.1M in Q4 2019. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 27,563 AT&T shares in Q1 2024, an estimated $463K.
  • Laidlaw Wealth Management first reported a position in AT&T in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's AT&T position peaked at $3.1M in Q4 2019.
  • 2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.