Source Financial Advisors’s AT&T T Stock Holding History

Source Financial 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
2023 Q3	–	Sell	-14,337	Closed	-$229K	–	132
2023 Q2	$229K	Sell	14,337 -98	-0.7%	-$1.67K	0.08%	121
2023 Q1	$278K	Buy	14,435 +29	+0.2%	+$554	0.09%	106
2022 Q4	$265K	Sell	14,406 -129	-0.9%	-$2.31K	0.1%	109
2022 Q3	$223K	Buy	14,535 +419	+3%	+$7.62K	0.09%	106
2022 Q2	$296K	Sell	14,116 -2,549	-15%	-$50.8K	0.12%	97
2022 Q1	$298K	Buy	16,665 +876	+6%	+$16.2K	0.09%	94
2021 Q4	$293K	Buy	+15,789	New	+$295K	0.08%	96

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

Source Financial Advisors's T Position: Q3 2023 in Review

Source Financial Advisors sold out of AT&T (T) in Q3 2023, closing a stake of 14,337 shares — an estimated $229K sold.

Source Financial Advisors first reported a position in T in Q4 2021 and held it in 7 quarters. The position peaked at $298K in Q1 2022. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Source Financial Advisors reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Source Financial Advisors sold 14,337 AT&T shares in Q3 2023, an estimated $229K.
Source Financial Advisors first reported a position in AT&T in Q4 2021 and held it in 7 quarters.
Source Financial Advisors's AT&T position peaked at $298K in Q1 2022.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.