SYSTM Wealth Solutions’s AT&T T Stock Holding History

SYSTM Wealth Solutions’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	-9,845	Closed	-$188K	–	566
2024 Q2	$188K	Sell	9,845 -2,496	-20%	-$43.4K	0.04%	193
2024 Q1	$217K	Sell	12,341 -3,206	-21%	-$54.7K	0.03%	391
2023 Q4	$261K	Sell	15,547 -1,524	-9%	-$24.1K	0.04%	349
2023 Q3	$256K	Sell	17,071 -10,655	-38%	-$156K	0.04%	392
2023 Q2	$442K	Buy	27,726 +8,307	+43%	+$141K	0.06%	330
2023 Q1	$374K	Buy	19,419 +3,171	+20%	+$60.6K	0.06%	345
2022 Q4	$299K	Buy	+16,248	New	+$291K	0.04%	439

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SYSTM Wealth Solutions's T Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of AT&T (T) in Q3 2024, closing a stake of 9,845 shares — an estimated $188K sold.

SYSTM Wealth Solutions first reported a position in T in Q4 2022 and held it in 7 quarters. The position peaked at $442K in Q2 2023. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

SYSTM Wealth Solutions reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 9,845 AT&T shares in Q3 2024, an estimated $188K.
SYSTM Wealth Solutions first reported a position in AT&T in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's AT&T position peaked at $442K in Q2 2023.
2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.