Level Financial Advisors’s AT&T T Stock Holding History

Level Financial Advisors’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	-1,079	Closed	-$18.1K	–	234
2023 Q4	$18.1K	Sell	1,079 -44	-4%	-$695	0.01%	166
2023 Q3	$16.9K	Sell	1,123 -30	-3%	-$440	0.01%	159
2023 Q2	$18.4K	Buy	1,153 +30	+3%	+$511	0.01%	154
2023 Q1	$21.6K	Hold	1,123	–	–	0.01%	129
2022 Q4	$21K	Sell	1,123 -6	-0.5%	-$107	0.01%	126
2022 Q3	$17K	Hold	1,129	–	–	0.01%	147
2022 Q2	$24K	Sell	1,129 -1,383	-55%	-$27.6K	0.02%	137
2022 Q1	$45K	Buy	2,512 +1,564	+165%	+$28.9K	0.03%	97
2021 Q4	$18K	Buy	+948	New	+$17.7K	0.01%	137

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Financial Advisors's T Position: Q1 2024 in Review

Level Financial Advisors sold out of AT&T (T) in Q1 2024, closing a stake of 1,079 shares — an estimated $18.1K sold.

Level Financial Advisors first reported a position in T in Q4 2021 and held it in 9 quarters. The position peaked at $45K in Q1 2022. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Level Financial Advisors reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,079 AT&T shares in Q1 2024, an estimated $18.1K.
Level Financial Advisors first reported a position in AT&T in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's AT&T position peaked at $45K in Q1 2022.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.