Petix & Botte Financial’s AT&T T Stock Holding History

Petix & Botte Financial’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	–	Sell	-10,016	Closed	-$191K	–	126
2024 Q2	$191K	Buy	+10,016	New	+$174K	0.05%	121
2021 Q4	–	Sell	-10,902	Closed	-$222K	–	107
2021 Q3	$222K	Buy	+10,902	New	+$229K	0.08%	107
2021 Q1	–	Sell	-11,059	Closed	-$240K	–	80
2020 Q4	$240K	Buy	11,059 +754	+7%	+$16.3K	0.18%	72
2020 Q3	$223K	Sell	10,305 -4,548	-31%	-$102K	0.18%	71
2020 Q2	$169K	Buy	14,853 +5,061	+52%	+$115K	0.14%	76
2020 Q1	$216K	Sell	9,792 -72	-0.7%	-$1.97K	0.21%	63
2019 Q4	$291K	Buy	+9,864	New	+$285K	0.23%	67

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Petix & Botte Financial's T Position: Q3 2024 in Review

Petix & Botte Financial sold out of AT&T (T) in Q3 2024, closing a stake of 10,016 shares — an estimated $191K sold.

Petix & Botte Financial first reported a position in T in Q4 2019 and held it in 7 quarters. The position peaked at $291K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

Petix & Botte Financial reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
Petix & Botte Financial sold 10,016 AT&T shares in Q3 2024, an estimated $191K.
Petix & Botte Financial first reported a position in AT&T in Q4 2019 and held it in 7 quarters.
Petix & Botte Financial's AT&T position peaked at $291K in Q4 2019.
2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Petix & Botte Financial's 13F filing for Q3 2024, filed 18 Oct 2024.