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Peterson Financial Group’s AT&T T Stock Holding History

Peterson Financial Group’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 		$40.8K Buy
+1,855
New +$36.9K 0.16% 105
2023
Q1 		– Sell
-57,186
Closed -$1.05M – 66
2022
Q4 		$1.05M Sell
57,186
-30,210
-35% -$541K 1.39% 29
2022
Q3 		$1.34M Buy
87,396
+40,582
+87% +$738K 1.3% 34
2022
Q2 		$981K Sell
46,814
-7,826
-14% -$156K 0.92% 45
2022
Q1 		$975K Buy
54,640
+4,308
+9% +$79.7K 0.81% 51
2021
Q4 		$935K Buy
+50,332
New +$941K 0.76% 52

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
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Peterson Financial Group's T Position: Q3 2024 in Review

Peterson Financial Group opened a new position in AT&T (T) in Q3 2024: 1,855 shares worth $40.8K. The stake represents 0.16% of the portfolio and ranks #105 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in T as recently as Q4 2022.

Peterson Financial Group first reported a position in T in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2022. 2,445 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Peterson Financial Group held 1,855 shares of AT&T worth $40.8K as of Q3 2024.
  • AT&T was a new Peterson Financial Group position in Q3 2024.
  • AT&T made up 0.16% of Peterson Financial Group's portfolio in Q3 2024, its #105 holding.
  • Peterson Financial Group first reported a position in AT&T in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's AT&T position peaked at $1.34M in Q3 2022.
  • 2,445 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.