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

Meridian 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
2022
Q4 		– Sell
-11,674
Closed -$179K – 90
2022
Q3 		$179K Buy
11,674
+950
+9% +$17.3K 0.04% 83
2022
Q2 		$225K Sell
10,724
-3,158
-23% -$63K 0.05% 72
2022
Q1 		$248K Sell
13,882
-86
-0.6% -$1.59K 0.05% 70
2021
Q4 		$259K Buy
13,968
+699
+5% +$13.1K 0.05% 70
2021
Q3 		$270K Sell
13,269
-960
-7% -$20.2K 0.06% 64
2021
Q2 		$310K Buy
14,229
+1,394
+11% +$31.7K 0.07% 52
2021
Q1 		$293K Sell
12,835
-3,136
-20% -$69.3K 0.09% 56
2020
Q4 		$347K Buy
15,971
+940
+6% +$20.3K 0.14% 41
2020
Q3 		$323K Buy
15,031
+149
+1% +$3.33K 0.16% 37
2020
Q2 		$340K Sell
14,882
-537
-3% -$12.2K 0.18% 36
2020
Q1 		$340K Buy
15,419
+298
+2% +$8.14K 0.2% 39
2019
Q4 		$447K Buy
+15,121
New +$437K 0.28% 30

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Meridian Wealth Partners's T Position: Q4 2022 in Review

Meridian Wealth Partners sold out of AT&T (T) in Q4 2022, closing a stake of 11,674 shares — an estimated $179K sold.

Meridian Wealth Partners first reported a position in T in Q4 2019 and held it in 12 quarters. The position peaked at $447K in Q4 2019. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Meridian Wealth Partners reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • Meridian Wealth Partners sold 11,674 AT&T shares in Q4 2022, an estimated $179K.
  • Meridian Wealth Partners first reported a position in AT&T in Q4 2019 and held it in 12 quarters.
  • Meridian Wealth Partners's AT&T position peaked at $447K in Q4 2019.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Meridian Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.