Maxwell Wealth Strategies’s AT&T T Stock Holding History

Maxwell Wealth Strategies’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	-148,284	Closed	-$2.49M	–	105
2023 Q4	$2.49M	Buy	+148,284	New	+$2.34M	1.63%	22

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maxwell Wealth Strategies's T Position: Q1 2024 in Review

Maxwell Wealth Strategies sold out of AT&T (T) in Q1 2024, closing a stake of 148,284 shares — an estimated $2.49M sold.

Maxwell Wealth Strategies first reported a position in T in Q4 2023 and held it in 1 quarter. The position peaked at $2.49M in Q4 2023. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Maxwell Wealth Strategies reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Maxwell Wealth Strategies sold 148,284 AT&T shares in Q1 2024, an estimated $2.49M.
Maxwell Wealth Strategies first reported a position in AT&T in Q4 2023 and held it in 1 quarter.
Maxwell Wealth Strategies's AT&T position peaked at $2.49M in Q4 2023.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q1 2024, filed 31 May 2024.