RIA Advisory Group’s AT&T T Stock Holding History

RIA Advisory 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
2023 Q3	–	Sell	-11,914	Closed	-$190K	–	134
2023 Q2	$190K	Sell	11,914 -1,740	-13%	-$29.6K	0.08%	114
2023 Q1	$263K	Buy	13,654 +109	+0.8%	+$2.08K	0.12%	89
2022 Q4	$249K	Buy	+13,545	New	+$242K	0.14%	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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIA Advisory Group's T Position: Q3 2023 in Review

RIA Advisory Group sold out of AT&T (T) in Q3 2023, closing a stake of 11,914 shares — an estimated $190K sold.

RIA Advisory Group first reported a position in T in Q4 2022 and held it in 3 quarters. The position peaked at $263K in Q1 2023. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

RIA Advisory Group reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
RIA Advisory Group sold 11,914 AT&T shares in Q3 2023, an estimated $190K.
RIA Advisory Group first reported a position in AT&T in Q4 2022 and held it in 3 quarters.
RIA Advisory Group's AT&T position peaked at $263K in Q1 2023.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.