Pacific Capital Wealth Advisors’s AT&T T Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-515	Closed	-$11.7K	–	341
2024 Q4	$11.7K	Hold	515	–	–	﹤0.01%	260
2024 Q3	$11.3K	Sell	515 -10	-2%	-$199	﹤0.01%	288
2024 Q2	$10K	Hold	525	–	–	﹤0.01%	316
2024 Q1	$9.24K	Hold	525	–	–	﹤0.01%	237
2023 Q4	$8.81K	Buy	+525	New	+$8.29K	﹤0.01%	226
2020 Q4	–	Sell	-381	Closed	-$8K	–	178
2020 Q3	$8K	Buy	+381	New	+$8.52K	﹤0.01%	177

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

Pacific Capital Wealth Advisors's T Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of AT&T (T) in Q1 2025, closing a stake of 515 shares — an estimated $11.7K sold.

Pacific Capital Wealth Advisors first reported a position in T in Q3 2020 and held it in 6 quarters. The position peaked at $11.7K in Q4 2024. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 515 AT&T shares in Q1 2025, an estimated $11.7K.
Pacific Capital Wealth Advisors first reported a position in AT&T in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's AT&T position peaked at $11.7K in Q4 2024.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.