Planning Capital Management Corporation’s AT&T T Stock Holding History

Planning Capital Management Corporation’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	$163K	Buy	7,403 +1,399	+23%	+$27.8K	0.11%	97
2024 Q2	$115K	Sell	6,004 -906	-13%	-$15.8K	0.08%	126
2024 Q1	$122K	Buy	6,910 +78	+1%	+$1.33K	0.09%	117
2023 Q4	$115K	Buy	+6,832	New	+$108K	0.09%	125

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

Planning Capital Management Corporation's T Position: Q3 2024 in Review

Planning Capital Management Corporation increased its AT&T (T) stake by 23% in Q3 2024, buying an estimated $27.8K and bringing the position to 7,403 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #97.

Planning Capital Management Corporation first reported a position in T in Q4 2023 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold T as of Q3 2024.

Planning Capital Management Corporation held 7,403 shares of AT&T worth $163K as of Q3 2024.
Planning Capital Management Corporation bought 1,399 AT&T shares in Q3 2024, an estimated $27.8K.
AT&T made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #97 holding.
Planning Capital Management Corporation first reported a position in AT&T in Q4 2023 and has held it in 4 quarters since.
2,445 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.