LWM
T icon

LJI Wealth Management’s AT&T T Stock Holding History

LJI 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
2023
Q4 		– Sell
-10,219
Closed -$153K – 180
2023
Q3 		$153K Sell
10,219
-1,799
-15% -$26.4K 0.04% 154
2023
Q2 		$192K Sell
12,018
-599
-5% -$10.2K 0.06% 151
2023
Q1 		$243K Sell
12,617
-299
-2% -$5.71K 0.08% 133
2022
Q4 		$238K Buy
+12,916
New +$231K 0.08% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LJI Wealth Management's T Position: Q4 2023 in Review

LJI Wealth Management sold out of AT&T (T) in Q4 2023, closing a stake of 10,219 shares — an estimated $153K sold.

LJI Wealth Management first reported a position in T in Q4 2022 and held it in 4 quarters. The position peaked at $243K in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • LJI Wealth Management reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • LJI Wealth Management sold 10,219 AT&T shares in Q4 2023, an estimated $153K.
  • LJI Wealth Management first reported a position in AT&T in Q4 2022 and held it in 4 quarters.
  • LJI Wealth Management's AT&T position peaked at $243K in Q1 2023.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on LJI Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.