New Potomac Partners’s AT&T T Stock Holding History

New Potomac Partners’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 Q3	$36.9K	Buy	+1,679	New	+$33.4K	0.02%	123
2021 Q4	–	Sell	-28,866	Closed	-$589K	–	65
2021 Q3	$589K	Sell	28,866 -2,175	-7%	-$45.7K	0.41%	51
2021 Q2	$675K	Sell	31,041 -22,467	-42%	-$511K	0.46%	50
2021 Q1	$1.22M	Sell	53,508 -795	-1%	-$17.6K	0.9%	41
2020 Q4	$1.18M	Sell	54,303 -5,159	-9%	-$111K	0.85%	44
2020 Q3	$1.28M	Sell	59,462 -47	-0.1%	-$1.05K	1.02%	41
2020 Q2	$1.36M	Sell	59,509 -556	-0.9%	-$12.7K	1.21%	40
2020 Q1	$1.32M	Buy	60,065 +1,351	+2%	+$36.9K	1.44%	34
2019 Q4	$1.73M	Sell	58,714 -1,979	-3%	-$57.1K	1.62%	32
2019 Q3	$1.74M	Sell	60,693 -2,221	-4%	-$58.8K	1.73%	31
2019 Q2	$1.59M	Sell	62,914 -2,326	-4%	-$55.8K	1.61%	32
2019 Q1	$1.54M	Sell	65,240 -728	-1%	-$16.7K	1.56%	32
2018 Q4	$1.42M	Sell	65,968 -616	-0.9%	-$14.3K	1.53%	33
2018 Q3	$1.69M	Buy	66,584 +32,705	+97%	+$801K	1.57%	36
2018 Q2	$822K	Buy	33,879 +24,003	+243%	+$602K	0.79%	43
2018 Q1	$266K	Hold	9,876	–	–	0.26%	59
2017 Q4	$290K	Buy	+9,876	New	+$270K	0.28%	58

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 Oslo, Norway $935B AUM

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