LifeWealth Investments’s AT&T T Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-17,849	Closed	-$406K	–	172
2024 Q4	$406K	Buy	+17,849	New	+$402K	0.27%	77

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LifeWealth Investments's T Position: Q1 2025 in Review

LifeWealth Investments sold out of AT&T (T) in Q1 2025, closing a stake of 17,849 shares — an estimated $406K sold.

LifeWealth Investments first reported a position in T in Q4 2024 and held it in 1 quarter. The position peaked at $406K in Q4 2024. 2,862 funds tracked by Wall St. Rank hold T as of Q1 2025.

LifeWealth Investments reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 17,849 AT&T shares in Q1 2025, an estimated $406K.
LifeWealth Investments first reported a position in AT&T in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's AT&T position peaked at $406K in Q4 2024.
2,862 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.