Private Wealth Partners’s AT&T T Stock Holding History

Private Wealth Partners’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 Q1	–	Sell	-13,124	Closed	-$220K	–	174
2023 Q4	$220K	Hold	13,124	–	–	0.02%	160
2023 Q3	$197K	Sell	13,124 -2,300	-15%	-$33.7K	0.02%	155
2023 Q2	$246K	Sell	15,424 -78,750	-84%	-$1.34M	0.02%	139
2023 Q1	$1.81M	Sell	94,174 -3,900	-4%	-$74.5K	0.18%	56
2022 Q4	$1.81M	Sell	98,074 -6,450	-6%	-$115K	0.21%	55
2022 Q3	$1.6M	Sell	104,524 -77,681	-43%	-$1.41M	0.2%	53
2022 Q2	$3.82M	Sell	182,205 -64,247	-26%	-$1.28M	0.44%	40
2022 Q1	$4.4M	Buy	246,452 +39,896	+19%	+$738K	0.39%	45
2021 Q4	$3.84M	Sell	206,556 -389,081	-65%	-$7.27M	0.32%	49
2021 Q3	$12.2M	Sell	595,637 -40,564	-6%	-$852K	1.13%	30
2021 Q2	$13.8M	Buy	636,201 +15,604	+3%	+$355K	1.28%	29
2021 Q1	$14.2M	Buy	620,597 +208,437	+51%	+$4.61M	1.5%	22
2020 Q4	$8.95M	Buy	412,160 +139,981	+51%	+$3.02M	0.97%	30
2020 Q3	$5.86M	Buy	272,179 +16,959	+7%	+$379K	0.69%	36
2020 Q2	$5.83M	Buy	255,220 +13,221	+5%	+$301K	0.8%	34
2020 Q1	$5.33M	Sell	241,999 -46,285	-16%	-$1.26M	0.9%	30
2019 Q4	$8.51M	Buy	288,284 +27,994	+11%	+$808K	1.16%	27
2019 Q3	$7.44M	Buy	260,290 +183,585	+239%	+$4.86M	1.16%	25
2019 Q2	$1.94M	Sell	76,705 -198	-0.3%	-$4.75K	0.3%	52
2019 Q1	$1.82M	Buy	76,903 +2,019	+3%	+$46.4K	0.3%	53
2018 Q4	$1.61M	Sell	74,884 -141,124	-65%	-$3.29M	0.31%	47
2018 Q3	$5.48M	Buy	216,008 +56,806	+36%	+$1.39M	0.84%	39
2018 Q2	$3.86M	Sell	159,202 -6,752	-4%	-$169K	0.65%	45
2018 Q1	$4.47M	Sell	165,954 -12,049	-7%	-$335K	0.78%	40
2017 Q4	$5.23M	Buy	178,003 +58,720	+49%	+$1.6M	0.97%	33
2017 Q3	$3.53M	Sell	119,283 -16,749	-12%	-$475K	0.71%	45
2017 Q2	$3.88M	Sell	136,032 -5,648	-4%	-$166K	0.84%	37
2017 Q1	$4.45M	Buy	141,680 +3,172	+2%	+$99.8K	0.99%	32
2016 Q4	$4.45M	Sell	138,508 -12,048	-8%	-$356K	1.06%	28
2016 Q3	$4.62M	Buy	150,556 +185	+0.1%	+$5.85K	1.11%	32
2016 Q2	$4.91M	Sell	150,371 -1,721	-1%	-$51.2K	1.18%	28
2016 Q1	$4.5M	Buy	152,092 +6,554	+5%	+$182K	1.08%	33
2015 Q4	$3.78M	Buy	145,538 +3,840	+3%	+$97.4K	0.88%	37
2015 Q3	$3.49M	Buy	141,698 +4,812	+4%	+$123K	0.88%	38
2015 Q2	$3.67M	Sell	136,886 -9,135	-6%	-$236K	0.83%	39
2015 Q1	$3.6M	Buy	146,021 +83,937	+135%	+$2.13M	0.83%	39
2014 Q4	$1.57M	Sell	62,084 -48,657	-44%	-$1.26M	0.37%	64
2014 Q3	$2.95M	Buy	110,741 +2,417	+2%	+$64.3K	0.65%	46
2014 Q2	$2.89M	Sell	108,324 -305	-0.3%	-$8.17K	0.64%	45
2014 Q1	$2.88M	Buy	108,629 +30,447	+39%	+$764K	0.68%	42
2013 Q4	$2.08M	Sell	78,182 -6,958	-8%	-$183K	0.46%	63
2013 Q3	$2.17M	Buy	85,140 +5,544	+7%	+$146K	0.52%	54
2013 Q2	$2.13M	Buy	+79,596	New	+$2.21M	0.53%	54

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Partners's T Position: Q1 2024 in Review

Private Wealth Partners sold out of AT&T (T) in Q1 2024, closing a stake of 13,124 shares — an estimated $220K sold.

Private Wealth Partners first reported a position in T in Q2 2013 and held it in 43 quarters. The position peaked at $14.2M in Q1 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Private Wealth Partners reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Private Wealth Partners sold 13,124 AT&T shares in Q1 2024, an estimated $220K.
Private Wealth Partners first reported a position in AT&T in Q2 2013 and held it in 43 quarters.
Private Wealth Partners's AT&T position peaked at $14.2M in Q1 2021.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Private Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.