Syntegra Private Wealth Group’s AT&T T Stock Holding History

Syntegra Private 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
2026 Q1	$924K	Buy	31,884 +259	+0.8%	+$6.92K	0.09%	65
2025 Q4	$786K	Sell	31,625 -1,013	-3%	-$25.6K	0.07%	73
2025 Q3	$922K	Sell	32,638 -775	-2%	-$22K	0.09%	67
2025 Q2	$967K	Buy	33,413 +2,244	+7%	+$61.8K	0.1%	64
2025 Q1	$881K	Buy	31,169 +1,548	+5%	+$38.9K	0.1%	55
2024 Q4	$674K	Sell	29,621 -3,531	-11%	-$79.5K	0.08%	61
2024 Q3	$729K	Buy	33,152 +17,199	+108%	+$342K	0.08%	61
2024 Q2	$305K	Sell	15,953 -1,199	-7%	-$20.8K	0.04%	112
2024 Q1	$302K	Buy	17,152 +731	+4%	+$12.5K	0.04%	110
2023 Q4	$276K	Sell	16,421 -10,114	-38%	-$160K	0.04%	109
2023 Q3	$399K	Sell	26,535 -2,858	-10%	-$41.9K	0.06%	76
2023 Q2	$469K	Buy	29,393 +150	+0.5%	+$2.56K	0.07%	71
2023 Q1	$563K	Buy	29,243 +121	+0.4%	+$2.31K	0.1%	59
2022 Q4	$536K	Buy	+29,122	New	+$521K	0.11%	54

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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