Schechter Investment Advisors’s AT&T T Stock Holding History

Schechter Investment 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
2025 Q1	$797K	Buy	28,165 +6,667	+31%	+$168K	0.07%	267
2024 Q4	$490K	Buy	21,498 +235	+1%	+$5.29K	0.04%	390
2024 Q3	$468K	Buy	21,263 +2,436	+13%	+$48.5K	0.03%	412
2024 Q2	$360K	Buy	18,827 +1,866	+11%	+$32.4K	0.03%	442
2024 Q1	$299K	Buy	16,961 +915	+6%	+$15.6K	0.02%	498
2023 Q4	$269K	Buy	+16,046	New	+$253K	0.02%	487
2023 Q2	–	Sell	-53,357	Closed	-$1.03M	–	696
2023 Q1	$1.03M	Buy	53,357 +2,048	+4%	+$39.1K	0.1%	247
2022 Q4	$945K	Buy	51,309 +36,886	+256%	+$660K	0.09%	310
2022 Q3	$222K	Sell	14,423 -37,532	-72%	-$683K	0.02%	808
2022 Q2	$1.09M	Buy	51,955 +27,282	+111%	+$544K	0.11%	259
2022 Q1	$440K	Buy	24,673 +10,938	+80%	+$202K	0.04%	572
2021 Q4	$255K	Buy	+13,735	New	+$257K	0.02%	731

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Schechter Investment Advisors's T Position: Q1 2025 in Review

Schechter Investment Advisors increased its AT&T (T) stake by 31% in Q1 2025, buying an estimated $168K and bringing the position to 28,165 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #267.

Schechter Investment Advisors first reported a position in T in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2022. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Schechter Investment Advisors held 28,165 shares of AT&T worth $797K as of Q1 2025.
Schechter Investment Advisors bought 6,667 AT&T shares in Q1 2025, an estimated $168K.
AT&T made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #267 holding.
Schechter Investment Advisors first reported a position in AT&T in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's AT&T position peaked at $1.09M in Q2 2022.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.