Syntax Advisors’s AT&T T Stock Holding History

Syntax Advisors’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 Q3	$343K	Buy	22,806 +2,372	+12%	+$34.8K	0.3%	56
2023 Q2	$326K	Buy	20,434 +6,619	+48%	+$113K	0.26%	81
2023 Q1	$266K	Buy	13,815 +373	+3%	+$7.13K	0.2%	115
2022 Q4	$247K	Sell	13,442 -2,584	-16%	-$46.3K	0.21%	129
2022 Q3	$246K	Buy	16,026 +3,681	+30%	+$67K	0.21%	119
2022 Q2	$259K	Sell	12,345 -1,580	-11%	-$31.5K	0.22%	106
2022 Q1	$249K	Sell	13,925 -2,070	-13%	-$38.3K	0.21%	140
2021 Q4	$297K	Buy	+15,995	New	+$299K	0.22%	92

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

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

Syntax Advisors's T Position: Q3 2023 in Review

Syntax Advisors increased its AT&T (T) stake by 12% in Q3 2023, buying an estimated $34.8K and bringing the position to 22,806 shares worth $343K. The position accounts for 0.3% of the portfolio, ranked #56.

Syntax Advisors first reported a position in T in Q4 2021 and has held it in 8 quarters since. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Syntax Advisors held 22,806 shares of AT&T worth $343K as of Q3 2023.
Syntax Advisors bought 2,372 AT&T shares in Q3 2023, an estimated $34.8K.
AT&T made up 0.3% of Syntax Advisors's portfolio in Q3 2023, its #56 holding.
Syntax Advisors first reported a position in AT&T in Q4 2021 and has held it in 8 quarters since.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.