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SWS Partners’s AT&T T Stock Holding History

SWS Partners’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
Q3 		– Sell
-1,070
Closed -$20.5K – 279
2024
Q2 		$20.5K Buy
+1,070
New +$18.6K 0.01% 202
2022
Q2 		– Sell
-1,417
Closed -$25K – 110
2022
Q1 		$25K Buy
+1,417
New +$26.2K 0.02% 92
2020
Q4 		– Sell
-64,443
Closed -$1.39M – 118
2020
Q3 		$1.39M Buy
64,443
+11,443
+22% +$256K 0.7% 48
2020
Q2 		$1.18M Sell
53,000
-12,492
-19% -$284K 1.51% 24
2020
Q1 		$1.44M Buy
+65,492
New +$1.79M 1.03% 27
2019
Q3 		$2.48M Buy
83,416
+1,288
+2% +$34.1K 1.46% 16
2019
Q2 		$2.05M Buy
+82,128
New +$1.97M 1.3% 18
2018
Q4 		$1.63M Sell
75,500
-11,957
-14% -$278K 1.23% 28
2018
Q3 		$2.69M Buy
87,457
+6,174
+8% +$151K 1.71% 13
2018
Q2 		$1.97M Buy
81,283
+11,527
+17% +$289K 1.39% 30
2018
Q1 		$1.85M Buy
69,756
+3,725
+6% +$104K 1.36% 19
2017
Q4 		$1.94M Buy
+66,031
New +$1.8M 1.46% 18

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SWS Partners's T Position: Q3 2024 in Review

SWS Partners sold out of AT&T (T) in Q3 2024, closing a stake of 1,070 shares — an estimated $20.5K sold.

SWS Partners first reported a position in T in Q4 2017 and held it in 12 quarters. The position peaked at $2.69M in Q3 2018. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • SWS Partners reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,070 AT&T shares in Q3 2024, an estimated $20.5K.
  • SWS Partners first reported a position in AT&T in Q4 2017 and held it in 12 quarters.
  • SWS Partners's AT&T position peaked at $2.69M in Q3 2018.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.