Safeguard Financial’s AT&T T Stock Holding History

Safeguard Financial’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	-2,995	Closed	-$47K	–	495
2023 Q2	$47K	Buy	+2,995	New	+$51K	0.02%	163

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

Safeguard Financial's T Position: Q3 2023 in Review

Safeguard Financial sold out of AT&T (T) in Q3 2023, closing a stake of 2,995 shares — an estimated $47K sold.

Safeguard Financial first reported a position in T in Q2 2023 and held it in 1 quarter. The position peaked at $47K in Q2 2023. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

Safeguard Financial reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 2,995 AT&T shares in Q3 2023, an estimated $47K.
Safeguard Financial first reported a position in AT&T in Q2 2023 and held it in 1 quarter.
Safeguard Financial's AT&T position peaked at $47K in Q2 2023.
2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.