Prosperity Wealth Management’s AT&T T Stock Holding History

Prosperity Wealth Management’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
2023 Q4	–	Sell	-10,590	Closed	-$159K	–	187
2023 Q3	$159K	Sell	10,590 -607	-5%	-$8.9K	0.1%	133
2023 Q2	$179K	Sell	11,197 -5,099	-31%	-$86.8K	0.12%	135
2023 Q1	$314K	Sell	16,296 -454	-3%	-$8.68K	0.25%	74
2022 Q4	$308K	Buy	+16,750	New	+$300K	0.29%	75

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prosperity Wealth Management's T Position: Q4 2023 in Review

Prosperity Wealth Management sold out of AT&T (T) in Q4 2023, closing a stake of 10,590 shares — an estimated $159K sold.

Prosperity Wealth Management first reported a position in T in Q4 2022 and held it in 4 quarters. The position peaked at $314K in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

Prosperity Wealth Management reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
Prosperity Wealth Management sold 10,590 AT&T shares in Q4 2023, an estimated $159K.
Prosperity Wealth Management first reported a position in AT&T in Q4 2022 and held it in 4 quarters.
Prosperity Wealth Management's AT&T position peaked at $314K in Q1 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.