Midwest Heritage Bank’s AT&T T Stock Holding History

Midwest Heritage Bank’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 Q4	–	Sell	-14,671	Closed	-$323K	–	61
2024 Q3	$323K	Sell	14,671 -1,050	-7%	-$20.9K	0.15%	44
2024 Q2	$300K	Buy	15,721 +1,551	+11%	+$27K	0.15%	43
2024 Q1	$249K	Hold	14,170	–	–	0.13%	47
2023 Q4	$238K	Hold	14,170	–	–	0.16%	49
2023 Q3	$213K	Sell	14,170 -200	-1%	-$2.93K	0.16%	48
2023 Q2	$229K	Hold	14,370	–	–	0.17%	47
2023 Q1	$277K	Hold	14,370	–	–	0.22%	44
2022 Q4	$265K	Sell	14,370 -141	-1%	-$2.52K	0.26%	53
2022 Q3	$223K	Hold	14,511	–	–	0.23%	55
2022 Q2	$304K	Sell	14,511 -4,367	-23%	-$87.1K	0.27%	52
2022 Q1	$337K	Buy	18,878 +5,826	+45%	+$108K	0.26%	47
2021 Q4	$243K	Buy	+13,052	New	+$244K	0.24%	49

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Midwest Heritage Bank's T Position: Q4 2024 in Review

Midwest Heritage Bank sold out of AT&T (T) in Q4 2024, closing a stake of 14,671 shares — an estimated $323K sold.

Midwest Heritage Bank first reported a position in T in Q4 2021 and held it in 12 quarters. The position peaked at $337K in Q1 2022. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Midwest Heritage Bank reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Midwest Heritage Bank sold 14,671 AT&T shares in Q4 2024, an estimated $323K.
Midwest Heritage Bank first reported a position in AT&T in Q4 2021 and held it in 12 quarters.
Midwest Heritage Bank's AT&T position peaked at $337K in Q1 2022.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Midwest Heritage Bank's 13F filing for Q4 2024, filed 6 Feb 2025.