Sage Private Wealth Group’s AT&T T Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-308	Closed	-$5K	–	164
2022 Q3	$5K	Buy	+308	New	+$5.6K	0.01%	172

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Sage Private Wealth Group's T Position: Q4 2022 in Review

Sage Private Wealth Group sold out of AT&T (T) in Q4 2022, closing a stake of 308 shares — an estimated $5K sold.

Sage Private Wealth Group first reported a position in T in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Sage Private Wealth Group reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 308 AT&T shares in Q4 2022, an estimated $5K.
Sage Private Wealth Group first reported a position in AT&T in Q3 2022 and held it in 1 quarter.
Sage Private Wealth Group's AT&T position peaked at $5K in Q3 2022.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.