RVW Wealth’s AT&T T Stock Holding History

RVW Wealth’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 Q3	–	Sell	-32,722	Closed	-$625K	–	160
2024 Q2	$625K	Sell	32,722 -42	-0.1%	-$730	0.06%	77
2024 Q1	$577K	Sell	32,764 -13,144	-29%	-$224K	0.06%	85
2023 Q4	$770K	Hold	45,908	–	–	0.08%	78
2023 Q3	$690K	Sell	45,908 -8,374	-15%	-$123K	0.08%	80
2023 Q2	$866K	Buy	54,282 +1,233	+2%	+$21K	0.1%	78
2023 Q1	$1.02M	Buy	+53,049	New	+$1.01M	0.13%	76
2022 Q2	–	Sell	-11,208	Closed	-$200K	–	144
2022 Q1	$200K	Buy	+11,208	New	+$207K	0.02%	133

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

RVW Wealth's T Position: Q3 2024 in Review

RVW Wealth sold out of AT&T (T) in Q3 2024, closing a stake of 32,722 shares — an estimated $625K sold.

RVW Wealth first reported a position in T in Q1 2022 and held it in 7 quarters. The position peaked at $1.02M in Q1 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

RVW Wealth reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
RVW Wealth sold 32,722 AT&T shares in Q3 2024, an estimated $625K.
RVW Wealth first reported a position in AT&T in Q1 2022 and held it in 7 quarters.
RVW Wealth's AT&T position peaked at $1.02M in Q1 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on RVW Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.