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Prepared Retirement Institute’s AT&T T Stock Holding History

Prepared Retirement Institute’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
-9,901
Closed -$225K – 90
2024
Q4 		$225K Sell
9,901
-107
-1% -$2.41K 0.13% 75
2024
Q3 		$220K Sell
10,008
-154
-2% -$3.06K 0.13% 75
2024
Q2 		$194K Buy
+10,162
New +$177K 0.13% 79

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prepared Retirement Institute's T Position: Q1 2025 in Review

Prepared Retirement Institute sold out of AT&T (T) in Q1 2025, closing a stake of 9,901 shares — an estimated $225K sold.

Prepared Retirement Institute first reported a position in T in Q2 2024 and held it in 3 quarters. The position peaked at $225K in Q4 2024. 2,859 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Prepared Retirement Institute reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 9,901 AT&T shares in Q1 2025, an estimated $225K.
  • Prepared Retirement Institute first reported a position in AT&T in Q2 2024 and held it in 3 quarters.
  • Prepared Retirement Institute's AT&T position peaked at $225K in Q4 2024.
  • 2,859 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Prepared Retirement Institute's 13F filing for Q1 2025, filed 2 May 2025.