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LM Advisors’s AT&T T Stock Holding History

LM 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
-9,325
Closed -$156K – 651
2023
Q4 		$156K Buy
+9,325
New +$147K 0.03% 210

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LM Advisors's T Position: Q1 2024 in Review

LM Advisors sold out of AT&T (T) in Q1 2024, closing a stake of 9,325 shares — an estimated $156K sold.

LM Advisors first reported a position in T in Q4 2023 and held it in 1 quarter. The position peaked at $156K in Q4 2023. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • LM Advisors reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 9,325 AT&T shares in Q1 2024, an estimated $156K.
  • LM Advisors first reported a position in AT&T in Q4 2023 and held it in 1 quarter.
  • LM Advisors's AT&T position peaked at $156K in Q4 2023.
  • 2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.