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NEIRG Wealth Management’s AT&T T Stock Holding History

NEIRG Wealth Management’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
Q3 		– Sell
-255,622
Closed -$4.08M – 114
2023
Q2 		$4.08M Sell
255,622
-29,414
-10% -$501K 0.75% 35
2023
Q1 		$5.49M Buy
285,036
+6,143
+2% +$117K 0.95% 30
2022
Q4 		$5.13M Buy
278,893
+18,459
+7% +$330K 0.96% 30
2022
Q3 		$4M Buy
+260,434
New +$4.74M 0.8% 32

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NEIRG Wealth Management's T Position: Q3 2023 in Review

NEIRG Wealth Management sold out of AT&T (T) in Q3 2023, closing a stake of 255,622 shares — an estimated $4.08M sold.

NEIRG Wealth Management first reported a position in T in Q3 2022 and held it in 4 quarters. The position peaked at $5.49M in Q1 2023. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • NEIRG Wealth Management reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 255,622 AT&T shares in Q3 2023, an estimated $4.08M.
  • NEIRG Wealth Management first reported a position in AT&T in Q3 2022 and held it in 4 quarters.
  • NEIRG Wealth Management's AT&T position peaked at $5.49M in Q1 2023.
  • 2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.