Summit Wealth Group’s AT&T T Stock Holding History

Summit Wealth 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 Q2	–	Sell	-176,222	Closed	-$9K	–	238
2023 Q1	$9K	Buy	+176,222	New	+$3.37M	0.21%	42
2022 Q2	–	Sell	-11,319	Closed	-$202K	–	29
2022 Q1	$202K	Buy	11,319 +460	+4%	+$8.51K	0.21%	28
2021 Q4	$202K	Buy	+10,859	New	+$203K	0.23%	30
2021 Q3	–	Sell	-9,073	Closed	-$197K	–	195
2021 Q2	$197K	Buy	9,073 +888	+11%	+$20.2K	0.29%	24
2021 Q1	$187K	Buy	+8,185	New	+$181K	0.3%	15

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Summit Wealth Group's T Position: Q2 2023 in Review

Summit Wealth Group sold out of AT&T (T) in Q2 2023, closing a stake of 176,222 shares — an estimated $9K sold.

Summit Wealth Group first reported a position in T in Q1 2021 and held it in 5 quarters. The position peaked at $202K in Q1 2022. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Summit Wealth Group reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 176,222 AT&T shares in Q2 2023, an estimated $9K.
Summit Wealth Group first reported a position in AT&T in Q1 2021 and held it in 5 quarters.
Summit Wealth Group's AT&T position peaked at $202K in Q1 2022.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.