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Scissortail Wealth Management’s AT&T T Stock Holding History

Scissortail Wealth Management’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
Q1 		– Sell
-101,008
Closed -$1.74M – 200
2023
Q4 		$1.74M Buy
+101,008
New +$1.59M 0.55% 45
2023
Q1 		– Sell
-28,293
Closed -$540K – 112
2022
Q4 		$540K Buy
+28,293
New +$506K 0.31% 69

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scissortail Wealth Management's T Position: Q1 2024 in Review

Scissortail Wealth Management sold out of AT&T (T) in Q1 2024, closing a stake of 101,008 shares — an estimated $1.74M sold.

Scissortail Wealth Management first reported a position in T in Q4 2022 and held it in 2 quarters. The position peaked at $1.74M in Q4 2023. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Scissortail Wealth Management reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 101,008 AT&T shares in Q1 2024, an estimated $1.74M.
  • Scissortail Wealth Management first reported a position in AT&T in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's AT&T position peaked at $1.74M in Q4 2023.
  • 2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.