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

Massachusetts 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
2024 Q3	–	Sell	-16,255	Closed	-$311K	–	95
2024 Q2	$311K	Sell	16,255 -3,132	-16%	-$54.5K	0.21%	85
2024 Q1	$341K	Hold	19,387	–	–	0.24%	81
2023 Q4	$325K	Sell	19,387 -7,557	-28%	-$119K	0.26%	82
2023 Q3	$405K	Buy	26,944 +7,281	+37%	+$107K	0.37%	69
2023 Q2	$314K	Buy	19,663 +4,311	+28%	+$73.4K	0.3%	74
2023 Q1	$296K	Sell	15,352 -650	-4%	-$12.4K	0.3%	72
2022 Q4	$326K	Buy	+16,002	New	+$286K	0.31%	71

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Massachusetts Wealth Management's T Position: Q3 2024 in Review

Massachusetts Wealth Management sold out of AT&T (T) in Q3 2024, closing a stake of 16,255 shares — an estimated $311K sold.

Massachusetts Wealth Management first reported a position in T in Q4 2022 and held it in 7 quarters. The position peaked at $405K in Q3 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

Massachusetts Wealth Management reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
Massachusetts Wealth Management sold 16,255 AT&T shares in Q3 2024, an estimated $311K.
Massachusetts Wealth Management first reported a position in AT&T in Q4 2022 and held it in 7 quarters.
Massachusetts Wealth Management's AT&T position peaked at $405K in Q3 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Massachusetts Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.