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Retirement Group’s AT&T T Stock Holding History

Retirement Group’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 		$1.59M Sell
90,137
-12,475
-12% -$213K 0.57% 27
2023
Q4 		$1.72M Sell
102,612
-9,202
-8% -$145K 0.69% 22
2023
Q3 		$1.68M Sell
111,814
-2,156
-2% -$31.6K 0.7% 24
2023
Q2 		$1.82M Buy
113,970
+338
+0.3% +$5.76K 0.76% 24
2023
Q1 		$2.19M Sell
113,632
-1,357
-1% -$25.9K 1% 20
2022
Q4 		$2.12M Buy
114,989
+10,230
+10% +$183K 1.03% 19
2022
Q3 		$1.61M Sell
104,759
-34,901
-25% -$635K 1.29% 16
2022
Q2 		$2.93M Sell
139,660
-34,764
-20% -$693K 1.21% 16
2022
Q1 		$3.11M Buy
174,424
+36,945
+27% +$684K 1.2% 17
2021
Q4 		$2.55M Sell
137,479
-11,932
-8% -$223K 1.11% 18
2021
Q3 		$3.05M Buy
149,411
+613
+0.4% +$12.9K 1.4% 16
2021
Q2 		$3.23M Buy
148,798
+9,545
+7% +$217K 1.56% 14
2021
Q1 		$3.18M Sell
139,253
-735
-0.5% -$16.3K 1.45% 18
2020
Q4 		$3.04M Buy
139,988
+1,228
+0.9% +$26.5K 1.4% 21
2020
Q3 		$2.99M Buy
138,760
+23,728
+21% +$530K 1.68% 15
2020
Q2 		$2.63M Buy
+115,032
New +$2.62M 1.63% 15
2019
Q4 		$2.26M Buy
+76,482
New +$2.21M 1.47% 14

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

Retirement Group's T Position: Q1 2024 in Review

Retirement Group reduced its AT&T (T) stake by 12% in Q1 2024, selling an estimated $213K and leaving 90,137 shares worth $1.59M. The position accounts for 0.57% of the portfolio, ranked #27.

Retirement Group first reported a position in T in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.23M in Q2 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Retirement Group held 90,137 shares of AT&T worth $1.59M as of Q1 2024.
  • Retirement Group sold 12,475 AT&T shares in Q1 2024, an estimated $213K.
  • AT&T made up 0.57% of Retirement Group's portfolio in Q1 2024, its #27 holding.
  • Retirement Group first reported a position in AT&T in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's AT&T position peaked at $3.23M in Q2 2021.
  • 2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.