MGO Private Wealth’s AT&T T Stock Holding History

MGO Private Wealth’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 Q1	–	Sell	-16,299	Closed	-$300K	–	128
2022 Q4	$300K	Sell	16,299 -6,391	-28%	-$114K	0.14%	94
2022 Q3	$348K	Buy	+22,690	New	+$413K	0.17%	88

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MGO Private Wealth's T Position: Q1 2023 in Review

MGO Private Wealth sold out of AT&T (T) in Q1 2023, closing a stake of 16,299 shares — an estimated $300K sold.

MGO Private Wealth first reported a position in T in Q3 2022 and held it in 2 quarters. The position peaked at $348K in Q3 2022. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

MGO Private Wealth reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 16,299 AT&T shares in Q1 2023, an estimated $300K.
MGO Private Wealth first reported a position in AT&T in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's AT&T position peaked at $348K in Q3 2022.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.