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REDW Wealth’s AT&T T Stock Holding History

REDW Wealth’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
-10,101
Closed -$161K – 152
2023
Q2 		$161K Hold
10,101
– – 0.05% 139
2023
Q1 		$194K Sell
10,101
-93
-0.9% -$1.78K 0.06% 143
2022
Q4 		$188K Buy
+10,194
New +$182K 0.06% 132
2022
Q1 		– Sell
-10,804
Closed -$201K – 128
2021
Q4 		$201K Sell
10,804
-903
-8% -$16.9K 0.06% 117
2021
Q3 		$239K Buy
11,707
+1,410
+14% +$29.6K 0.08% 101
2021
Q2 		$224K Sell
10,297
-1,095
-10% -$24.9K 0.07% 109
2021
Q1 		$260K Buy
11,392
+239
+2% +$5.28K 0.09% 88
2020
Q4 		$242K Sell
11,153
-1,087
-9% -$23.4K 0.09% 84
2020
Q3 		$264K Buy
12,240
+113
+0.9% +$2.52K 0.11% 73
2020
Q2 		$277K Buy
12,127
+19
+0.2% +$433 0.14% 66
2020
Q1 		$267K Sell
12,108
-1,026
-8% -$28K 0.17% 56
2019
Q4 		$388K Buy
13,134
+711
+6% +$20.5K 0.22% 49
2019
Q3 		$355K Sell
12,423
-4,551
-27% -$121K 0.21% 52
2019
Q2 		$429K Sell
16,974
-663
-4% -$15.9K 0.26% 46
2019
Q1 		$418K Buy
17,637
+1,026
+6% +$23.6K 0.26% 39
2018
Q4 		$358K Buy
16,611
+315
+2% +$7.33K 0.25% 41
2018
Q3 		$413K Buy
16,296
+284
+2% +$6.96K 0.27% 40
2018
Q2 		$388K Buy
16,012
+2,910
+22% +$73K 0.28% 44
2018
Q1 		$353K Sell
13,102
-5,810
-31% -$162K 0.26% 47
2017
Q4 		$555K Buy
18,912
+653
+4% +$17.8K 0.43% 26
2017
Q3 		$540K Buy
18,259
+2,960
+19% +$84K 0.45% 26
2017
Q2 		$436K Buy
15,299
+13
+0.1% +$383 0.43% 30
2017
Q1 		$480K Buy
15,286
+192
+1% +$6.04K 0.49% 26
2016
Q4 		$485K Buy
+15,094
New +$445K 0.55% 26

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

REDW Wealth's T Position: Q3 2023 in Review

REDW Wealth sold out of AT&T (T) in Q3 2023, closing a stake of 10,101 shares — an estimated $161K sold.

REDW Wealth first reported a position in T in Q4 2016 and held it in 24 quarters. The position peaked at $555K in Q4 2017. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • REDW Wealth reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • REDW Wealth sold 10,101 AT&T shares in Q3 2023, an estimated $161K.
  • REDW Wealth first reported a position in AT&T in Q4 2016 and held it in 24 quarters.
  • REDW Wealth's AT&T position peaked at $555K in Q4 2017.
  • 2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on REDW Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.