SPIS
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Steward Partners Investment Solutions’s AT&T T Stock Holding History

Steward Partners Investment Solutions’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 		$564K Buy
32,054
+37
+0.1% +$632 0.09% 140
2023
Q4 		$537K Buy
+32,017
New +$505K 0.22% 85

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

Steward Partners Investment Solutions's T Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its AT&T (T) stake by 0.12% in Q1 2024, buying an estimated $632 and bringing the position to 32,054 shares worth $564K. The position accounts for 0.09% of the portfolio, ranked #140.

Steward Partners Investment Solutions first reported a position in T in Q4 2023 and has held it in 2 quarters since. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Steward Partners Investment Solutions held 32,054 shares of AT&T worth $564K as of Q1 2024.
  • Steward Partners Investment Solutions bought 37 AT&T shares in Q1 2024, an estimated $632.
  • AT&T made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #140 holding.
  • Steward Partners Investment Solutions first reported a position in AT&T in Q4 2023 and has held it in 2 quarters since.
  • 2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.