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

Monterey 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
2025 Q1	$222K	Sell	7,850 -1,272	-14%	-$32K	0.07%	117
2024 Q4	$208K	Buy	+9,122	New	+$205K	0.07%	128
2023 Q3	–	Sell	-14,089	Closed	-$225K	–	103
2023 Q2	$225K	Buy	+14,089	New	+$240K	0.11%	93
2022 Q4	–	Sell	-31,195	Closed	-$484K	–	104
2022 Q3	$484K	Sell	31,195 -871	-3%	-$15.8K	0.29%	47
2022 Q2	$672K	Sell	32,066 -9,428	-23%	-$188K	0.38%	41
2022 Q1	$757K	Sell	41,494 -1,283	-3%	-$23.7K	0.37%	42
2021 Q4	$795K	Buy	42,777 +20,172	+89%	+$377K	0.39%	40
2021 Q3	$467K	Sell	22,605 -2,450	-10%	-$51.5K	0.26%	57
2021 Q2	$545K	Buy	25,055 +10,445	+71%	+$238K	0.31%	48
2021 Q1	$341K	Sell	14,610 -646	-4%	-$14.3K	0.19%	60
2020 Q4	$331K	Buy	15,256 +112	+0.7%	+$2.42K	0.19%	60
2020 Q3	$326K	Buy	15,144 +1,622	+12%	+$36.2K	0.21%	57
2020 Q2	$309K	Sell	13,522 -224	-2%	-$5.1K	0.22%	55
2020 Q1	$303K	Sell	13,746 -557	-4%	-$15.2K	0.26%	48
2019 Q4	$422K	Buy	+14,303	New	+$413K	0.34%	42

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

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

Monterey Private Wealth's T Position: Q1 2025 in Review

Monterey Private Wealth reduced its AT&T (T) stake by 14% in Q1 2025, selling an estimated $32K and leaving 7,850 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #117.

Monterey Private Wealth first reported a position in T in Q4 2019 and has held it in 15 quarters since. The position peaked at $795K in Q4 2021. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Monterey Private Wealth held 7,850 shares of AT&T worth $222K as of Q1 2025.
Monterey Private Wealth sold 1,272 AT&T shares in Q1 2025, an estimated $32K.
AT&T made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #117 holding.
Monterey Private Wealth first reported a position in AT&T in Q4 2019 and has held it in 15 quarters since.
Monterey Private Wealth's AT&T position peaked at $795K in Q4 2021.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.