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

Rooted 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
2023 Q4	–	Sell	-12,123	Closed	-$193K	–	83
2023 Q3	$193K	Buy	12,123 +512	+4%	+$7.5K	0.12%	73
2023 Q2	$187K	Buy	11,611 +1,505	+15%	+$25.6K	0.13%	81
2023 Q1	$201K	Buy	+10,106	New	+$193K	0.15%	85

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rooted Wealth Advisors's T Position: Q4 2023 in Review

Rooted Wealth Advisors sold out of AT&T (T) in Q4 2023, closing a stake of 12,123 shares — an estimated $193K sold.

Rooted Wealth Advisors first reported a position in T in Q1 2023 and held it in 3 quarters. The position peaked at $201K in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

Rooted Wealth Advisors reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
Rooted Wealth Advisors sold 12,123 AT&T shares in Q4 2023, an estimated $193K.
Rooted Wealth Advisors first reported a position in AT&T in Q1 2023 and held it in 3 quarters.
Rooted Wealth Advisors's AT&T position peaked at $201K in Q1 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Rooted Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.