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Milestone Investment Advisors’s AT&T T Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-14,931
Closed -$224K – 406
2023
Q3 		$224K Buy
+14,931
New +$219K 0.06% 98
2023
Q2 		– Sell
-15,671
Closed -$302K – 402
2023
Q1 		$302K Buy
+15,671
New +$300K 0.09% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's T Position: Q4 2023 in Review

Milestone Investment Advisors sold out of AT&T (T) in Q4 2023, closing a stake of 14,931 shares — an estimated $224K sold.

Milestone Investment Advisors first reported a position in T in Q1 2023 and held it in 2 quarters. The position peaked at $302K in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • Milestone Investment Advisors reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 14,931 AT&T shares in Q4 2023, an estimated $224K.
  • Milestone Investment Advisors first reported a position in AT&T in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's AT&T position peaked at $302K in Q1 2023.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.