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Retirement Investment Advisors’s AT&T T Stock Holding History

Retirement Investment 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
-21,635
Closed -$345K – 68
2023
Q2 		$345K Sell
21,635
-27,405
-56% -$467K 0.04% 43
2023
Q1 		$944K Buy
49,040
+8,164
+20% +$156K 0.17% 31
2022
Q4 		$753K Buy
+40,876
New +$732K 0.49% 28

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

Retirement Investment Advisors's T Position: Q3 2023 in Review

Retirement Investment Advisors sold out of AT&T (T) in Q3 2023, closing a stake of 21,635 shares — an estimated $345K sold.

Retirement Investment Advisors first reported a position in T in Q4 2022 and held it in 3 quarters. The position peaked at $944K in Q1 2023. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • Retirement Investment Advisors reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • Retirement Investment Advisors sold 21,635 AT&T shares in Q3 2023, an estimated $345K.
  • Retirement Investment Advisors first reported a position in AT&T in Q4 2022 and held it in 3 quarters.
  • Retirement Investment Advisors's AT&T position peaked at $944K in Q1 2023.
  • 2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Retirement Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.