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Northwest Financial Advisors’s AT&T T Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-3,609
Closed -$79.4K – 489
2024
Q3 		$79.4K Buy
+3,609
New +$71.8K 0.06% 183
2024
Q1 		– Sell
-3,003
Closed -$50.4K – 468
2023
Q4 		$50.4K Buy
+3,003
New +$47.4K 0.04% 206

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Northwest Financial Advisors's T Position: Q4 2024 in Review

Northwest Financial Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 3,609 shares — an estimated $79.4K sold.

Northwest Financial Advisors first reported a position in T in Q4 2023 and held it in 2 quarters. The position peaked at $79.4K in Q3 2024. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Northwest Financial Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,609 AT&T shares in Q4 2024, an estimated $79.4K.
  • Northwest Financial Advisors first reported a position in AT&T in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's AT&T position peaked at $79.4K in Q3 2024.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.