Strait & Sound Wealth Management’s AT&T T Stock Holding History

Strait & Sound 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
2025 Q1	–	Sell	-11,206	Closed	-$255K	–	156
2024 Q4	$255K	Buy	11,206 +206	+2%	+$4.64K	0.12%	126
2024 Q3	$242K	Sell	11,000 -7,500	-41%	-$149K	0.12%	126
2024 Q2	$354K	Sell	18,500 -12,860	-41%	-$224K	0.18%	96
2024 Q1	$515K	Hold	31,360	–	–	0.29%	54
2023 Q4	$515K	Sell	31,360 -4,665	-13%	-$73.7K	0.32%	53
2023 Q3	$541K	Buy	36,025 +20,342	+130%	+$298K	0.46%	45
2023 Q2	$250K	Sell	15,683 -420	-3%	-$7.15K	0.25%	90
2023 Q1	$310K	Buy	16,103 +2,600	+19%	+$49.7K	0.31%	78
2022 Q4	$261K	Buy	+13,503	New	+$242K	0.28%	85

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strait & Sound Wealth Management's T Position: Q1 2025 in Review

Strait & Sound Wealth Management sold out of AT&T (T) in Q1 2025, closing a stake of 11,206 shares — an estimated $255K sold.

Strait & Sound Wealth Management first reported a position in T in Q4 2022 and held it in 9 quarters. The position peaked at $541K in Q3 2023. 2,858 funds tracked by Wall St. Rank hold T as of Q1 2025.

Strait & Sound Wealth Management reported no remaining AT&T position as of Q1 2025 after selling out during the quarter.
Strait & Sound Wealth Management sold 11,206 AT&T shares in Q1 2025, an estimated $255K.
Strait & Sound Wealth Management first reported a position in AT&T in Q4 2022 and held it in 9 quarters.
Strait & Sound Wealth Management's AT&T position peaked at $541K in Q3 2023.
2,858 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.