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Sugarloaf Wealth Management’s AT&T T Stock Holding History

Sugarloaf 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
2024
Q4 		$582K Buy
25,570
+195
+0.8% +$4.39K 0.11% 82
2024
Q3 		$558K Sell
25,375
-925
-4% -$18.4K 0.11% 84
2024
Q2 		$503K Buy
26,300
+9,994
+61% +$174K 0.1% 82
2024
Q1 		$287K Sell
16,306
-2,858
-15% -$48.8K 0.06% 117
2023
Q4 		$322K Sell
19,164
-1,923
-9% -$30.4K 0.08% 101
2023
Q3 		$317K Sell
21,087
-1,261
-6% -$18.5K 0.08% 97
2023
Q2 		$356K Sell
22,348
-1,928
-8% -$32.8K 0.08% 93
2023
Q1 		$467K Sell
24,276
-2,625
-10% -$50.2K 0.11% 82
2022
Q4 		$495K Sell
26,901
-6,954
-21% -$124K 0.12% 75
2022
Q3 		$520K Buy
33,855
+3,714
+12% +$67.6K 0.13% 75
2022
Q2 		$632K Sell
30,141
-9,342
-24% -$186K 0.16% 61
2022
Q1 		$705K Sell
39,483
-2,962
-7% -$54.8K 0.17% 56
2021
Q4 		$789K Buy
42,445
+127
+0.3% +$2.37K 0.19% 54
2021
Q3 		$863K Sell
42,318
-253
-0.6% -$5.32K 0.23% 48
2021
Q2 		$925K Buy
42,571
+623
+1% +$14.2K 0.25% 48
2021
Q1 		$959 Buy
41,948
+2,351
+6% +$52K 0.29% 45
2020
Q4 		$860K Sell
39,597
-552
-1% -$11.9K 0.29% 48
2020
Q3 		$856K Sell
40,149
-2,978
-7% -$66.6K 0.31% 49
2020
Q2 		$985K Buy
43,127
+997
+2% +$22.7K 0.38% 43
2020
Q1 		$928K Sell
42,130
-6,106
-13% -$167K 0.42% 39
2019
Q4 		$1.42M Buy
+48,236
New +$1.39M 0.61% 26

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's T Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its AT&T (T) stake by 0.77% in Q4 2024, buying an estimated $4.39K and bringing the position to 25,570 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #82.

Sugarloaf Wealth Management first reported a position in T in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.42M in Q4 2019. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Sugarloaf Wealth Management held 25,570 shares of AT&T worth $582K as of Q4 2024.
  • Sugarloaf Wealth Management bought 195 AT&T shares in Q4 2024, an estimated $4.39K.
  • AT&T made up 0.11% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #82 holding.
  • Sugarloaf Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's AT&T position peaked at $1.42M in Q4 2019.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.