Lumature Wealth Partners’s AT&T T Stock Holding History

Lumature Wealth Partners’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 Q2	$401K	Buy	25,165 +7,600	+43%	+$129K	0.24%	81
2023 Q1	$338K	Sell	17,565 -12,668	-42%	-$242K	0.19%	88
2022 Q4	$557K	Buy	30,233 +4,926	+19%	+$88.2K	0.31%	59
2022 Q3	$388K	Buy	25,307 +771	+3%	+$14K	0.21%	84
2022 Q2	$514K	Sell	24,536 -3,999	-14%	-$79.7K	0.23%	72
2022 Q1	$509K	Buy	28,535 +12,791	+81%	+$237K	0.2%	92
2021 Q4	$293K	Sell	15,744 -5,706	-27%	-$107K	0.11%	129
2021 Q3	$438K	Hold	21,450	–	–	0.18%	94
2021 Q2	$466K	Buy	21,450 +4,014	+23%	+$91.3K	0.19%	96
2021 Q1	$399K	Buy	17,436 +5,537	+47%	+$122K	0.21%	96
2020 Q4	$258K	Buy	+11,899	New	+$257K	0.24%	110

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

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

Norges Bank Oslo, Norway $935B AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lumature Wealth Partners's T Position: Q2 2023 in Review

Lumature Wealth Partners increased its AT&T (T) stake by 43% in Q2 2023, buying an estimated $129K and bringing the position to 25,165 shares worth $401K. The position accounts for 0.24% of the portfolio, ranked #81.

Lumature Wealth Partners first reported a position in T in Q4 2020 and has held it in 11 quarters since. The position peaked at $557K in Q4 2022. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.

Lumature Wealth Partners held 25,165 shares of AT&T worth $401K as of Q2 2023.
Lumature Wealth Partners bought 7,600 AT&T shares in Q2 2023, an estimated $129K.
AT&T made up 0.24% of Lumature Wealth Partners's portfolio in Q2 2023, its #81 holding.
Lumature Wealth Partners first reported a position in AT&T in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's AT&T position peaked at $557K in Q4 2022.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.