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Lauer Wealth’s AT&T T Stock Holding History

Lauer 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
2024
Q3 		– Sell
-14,211
Closed -$268K – 45
2024
Q2 		$268K Sell
14,211
-5,796
-29% -$101K 0.21% 32
2024
Q1 		$329K Sell
20,007
-409
-2% -$6.98K 0.29% 35
2023
Q4 		$343K Buy
20,416
+1,787
+10% +$28.2K 0.32% 31
2023
Q3 		$268K Sell
18,629
-1,495
-7% -$21.9K 0.29% 37
2023
Q2 		$292K Sell
20,124
-2,243
-10% -$38.2K 0.3% 39
2023
Q1 		$408K Buy
+22,367
New +$427K 0.51% 30

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

Lauer Wealth's T Position: Q3 2024 in Review

Lauer Wealth sold out of AT&T (T) in Q3 2024, closing a stake of 14,211 shares — an estimated $268K sold.

Lauer Wealth first reported a position in T in Q1 2023 and held it in 6 quarters. The position peaked at $408K in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Lauer Wealth reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
  • Lauer Wealth sold 14,211 AT&T shares in Q3 2024, an estimated $268K.
  • Lauer Wealth first reported a position in AT&T in Q1 2023 and held it in 6 quarters.
  • Lauer Wealth's AT&T position peaked at $408K in Q1 2023.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.