Straight Path Wealth Management’s AT&T T Stock Holding History

Straight Path 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
2023 Q2	–	Sell	-13,580	Closed	-$261K	–	81
2023 Q1	$261K	Sell	13,580 -11	-0.1%	-$210	0.21%	57
2022 Q4	$250K	Buy	13,591 +1,429	+12%	+$25.6K	0.24%	56
2022 Q3	$187K	Sell	12,162 -2,000	-14%	-$36.4K	0.17%	66
2022 Q2	$297K	Sell	14,162 -15,215	-52%	-$303K	0.29%	49
2022 Q1	$524K	Buy	29,377 +15,519	+112%	+$287K	0.44%	33
2021 Q4	$257K	Buy	+13,858	New	+$259K	0.22%	62

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Straight Path Wealth Management's T Position: Q2 2023 in Review

Straight Path Wealth Management sold out of AT&T (T) in Q2 2023, closing a stake of 13,580 shares — an estimated $261K sold.

Straight Path Wealth Management first reported a position in T in Q4 2021 and held it in 6 quarters. The position peaked at $524K in Q1 2022. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.

Straight Path Wealth Management reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Straight Path Wealth Management sold 13,580 AT&T shares in Q2 2023, an estimated $261K.
Straight Path Wealth Management first reported a position in AT&T in Q4 2021 and held it in 6 quarters.
Straight Path Wealth Management's AT&T position peaked at $524K in Q1 2022.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Straight Path Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.