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Lake Street Advisors Group’s AT&T T Stock Holding History

Lake Street Advisors 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 		$1.71M Buy
75,247
+1,685
+2% +$37.9K 0.08% 160
2024
Q3 		$1.62M Buy
73,562
+513
+0.7% +$10.2K 0.07% 154
2024
Q2 		$1.4M Sell
73,049
-2,812
-4% -$48.9K 0.07% 170
2024
Q1 		$1.34M Sell
75,861
-10,755
-12% -$184K 0.06% 183
2023
Q4 		$1.45M Buy
86,616
+13,314
+18% +$210K 0.07% 179
2023
Q3 		$1.1M Buy
73,302
+29,520
+67% +$433K 0.07% 156
2023
Q2 		$698K Sell
43,782
-15,495
-26% -$264K 0.04% 190
2023
Q1 		$1.14M Buy
59,277
+14,133
+31% +$270K 0.07% 153
2022
Q4 		$831K Buy
45,144
+11,316
+33% +$203K 0.05% 160
2022
Q3 		$519K Sell
33,828
-22,046
-39% -$401K 0.04% 184
2022
Q2 		$1.17M Buy
55,874
+4,925
+10% +$98.2K 0.08% 138
2022
Q1 		$909K Buy
50,949
+21,957
+76% +$406K 0.06% 149
2021
Q4 		$539K Sell
28,992
-17,985
-38% -$336K 0.03% 168
2021
Q3 		$958K Buy
46,977
+16,673
+55% +$350K 0.1% 110
2021
Q2 		$641K Sell
30,304
-1,411
-4% -$32.1K 0.05% 144
2021
Q1 		$725K Sell
31,715
-555
-2% -$12.3K 0.06% 123
2020
Q4 		$701K Sell
32,270
-2,662
-8% -$57.4K 0.06% 123
2020
Q3 		$752K Sell
34,932
-6,639
-16% -$148K 0.07% 110
2020
Q2 		$949K Sell
41,571
-4,699
-10% -$107K 0.1% 84
2020
Q1 		$1.02M Buy
46,270
+10,020
+28% +$274K 0.13% 69
2019
Q4 		$1.07M Buy
36,250
+2,407
+7% +$69.5K 0.11% 67
2019
Q3 		$895K Buy
33,843
+1,651
+5% +$43.7K 0.1% 66
2019
Q2 		$815K Buy
32,192
+4,331
+16% +$104K 0.09% 67
2019
Q1 		$660K Buy
27,861
+1,716
+7% +$39.5K 0.07% 79
2018
Q4 		$564K Buy
26,145
+1,370
+6% +$31.9K 0.07% 84
2018
Q3 		$628K Sell
24,775
-17,692
-42% -$433K 0.07% 74
2018
Q2 		$1.03M Buy
42,467
+4,766
+13% +$120K 0.1% 76
2018
Q1 		$1.01M Buy
37,701
+453
+1% +$12.6K 0.11% 65
2017
Q4 		$1.09M Buy
+37,248
New +$1.02M 0.12% 60

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's T Position: Q4 2024 in Review

Lake Street Advisors Group increased its AT&T (T) stake by 2.3% in Q4 2024, buying an estimated $37.9K and bringing the position to 75,247 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #160.

Lake Street Advisors Group first reported a position in T in Q4 2017 and has held it in 29 quarters since. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Lake Street Advisors Group held 75,247 shares of AT&T worth $1.71M as of Q4 2024.
  • Lake Street Advisors Group bought 1,685 AT&T shares in Q4 2024, an estimated $37.9K.
  • AT&T made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #160 holding.
  • Lake Street Advisors Group first reported a position in AT&T in Q4 2017 and has held it in 29 quarters since.
  • 2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.