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Prudent Man Advisors’s AT&T T Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-29,315
Closed -$468K – 214
2023
Q2 		$468K Sell
29,315
-343
-1% -$5.84K 0.18% 118
2023
Q1 		$571K Sell
29,658
-528
-2% -$10.1K 0.22% 104
2022
Q4 		$556K Buy
30,186
+279
+0.9% +$4.99K 0.22% 110
2022
Q3 		$459K Buy
29,907
+151
+0.5% +$2.75K 0.22% 97
2022
Q2 		$624K Buy
29,756
+11,477
+63% +$229K 0.29% 68
2022
Q1 		$326K Sell
18,279
-240
-1% -$4.44K 0.13% 122
2021
Q4 		$344K Sell
18,519
-3,089
-14% -$57.7K 0.13% 122
2021
Q3 		$441K Buy
21,608
+81
+0.4% +$1.7K 0.17% 112
2021
Q2 		$468K Sell
21,527
-71
-0.3% -$1.61K 0.18% 110
2021
Q1 		$494K Buy
21,598
+202
+0.9% +$4.47K 0.21% 91
2020
Q4 		$465K Sell
21,396
-462
-2% -$9.96K 0.19% 90
2020
Q3 		$471K Buy
+21,858
New +$488K 0.25% 83

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudent Man Advisors's T Position: Q3 2023 in Review

Prudent Man Advisors sold out of AT&T (T) in Q3 2023, closing a stake of 29,315 shares — an estimated $468K sold.

Prudent Man Advisors first reported a position in T in Q3 2020 and held it in 12 quarters. The position peaked at $624K in Q2 2022. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • Prudent Man Advisors reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 29,315 AT&T shares in Q3 2023, an estimated $468K.
  • Prudent Man Advisors first reported a position in AT&T in Q3 2020 and held it in 12 quarters.
  • Prudent Man Advisors's AT&T position peaked at $624K in Q2 2022.
  • 2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.