Steward Financial Group’s AT&T T Stock Holding History

Steward Financial 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
2023 Q3	$27K	Buy	1,813 +199	+12%	+$2.92K	0.01%	211
2023 Q2	$25K	Buy	1,614 +53	+3%	+$903	0.01%	219
2023 Q1	$30K	Buy	1,561 +960	+160%	+$18.3K	0.01%	116
2022 Q4	$11K	Buy	+601	New	+$10.8K	0.01%	141
2022 Q3	–	Sell	-1,005	Closed	-$21K	–	1172
2022 Q2	$21K	Buy	+1,005	New	+$20K	0.02%	173

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

Steward Financial Group's T Position: Q3 2023 in Review

Steward Financial Group increased its AT&T (T) stake by 12% in Q3 2023, buying an estimated $2.92K and bringing the position to 1,813 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #211.

Steward Financial Group first reported a position in T in Q2 2022 and has held it in 5 quarters since. The position peaked at $30K in Q1 2023. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Steward Financial Group held 1,813 shares of AT&T worth $27K as of Q3 2023.
Steward Financial Group bought 199 AT&T shares in Q3 2023, an estimated $2.92K.
AT&T made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #211 holding.
Steward Financial Group first reported a position in AT&T in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's AT&T position peaked at $30K in Q1 2023.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.