Roberts Wealth Advisors’s AT&T T Stock Holding History

Roberts Wealth 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
2024 Q4	–	Sell	-10,011	Closed	-$219K	–	105
2024 Q3	$219K	Buy	+10,011	New	+$199K	0.07%	91
2024 Q2	–	Sell	-82,700	Closed	-$1.34M	–	94
2024 Q1	$1.34M	Buy	82,700 +4,753	+6%	+$81.2K	0.5%	57
2023 Q4	$3.79M	Buy	77,947 +4,916	+7%	+$77.6K	0.59%	47
2023 Q3	$1.05M	Buy	73,031 +3,975	+6%	+$58.3K	0.46%	57
2023 Q2	$1.1M	Sell	69,056 -619	-0.9%	-$10.5K	0.48%	54
2023 Q1	$1.37M	Buy	69,675 +3,653	+6%	+$69.8K	0.63%	49
2022 Q4	$1.24M	Buy	66,022 +3,777	+6%	+$67.6K	0.6%	53
2022 Q3	$954K	Buy	62,245 +4,410	+8%	+$80.2K	0.47%	54
2022 Q2	$1.2M	Sell	57,835 -12,084	-17%	-$241K	0.52%	55
2022 Q1	$1.27M	Buy	69,919 +11,069	+19%	+$205K	0.5%	58
2021 Q4	$1.13M	Buy	58,850 +15,015	+34%	+$281K	0.41%	65
2021 Q3	$894K	Buy	+43,835	New	+$921K	0.35%	65

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Roberts Wealth Advisors's T Position: Q4 2024 in Review

Roberts Wealth Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 10,011 shares — an estimated $219K sold.

Roberts Wealth Advisors first reported a position in T in Q3 2021 and held it in 12 quarters. The position peaked at $3.79M in Q4 2023. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Roberts Wealth Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Roberts Wealth Advisors sold 10,011 AT&T shares in Q4 2024, an estimated $219K.
Roberts Wealth Advisors first reported a position in AT&T in Q3 2021 and held it in 12 quarters.
Roberts Wealth Advisors's AT&T position peaked at $3.79M in Q4 2023.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Roberts Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.