TFO Wealth Partners’s AT&T T Stock Holding History

TFO Wealth 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 Q2	–	Sell	-25	Closed	-$440	–	664
2024 Q1	$440	Sell	25 -12	-32%	-$205	﹤0.01%	291
2023 Q4	$621	Sell	37 -52	-58%	-$821	﹤0.01%	281
2023 Q3	$1.42K	Buy	89 +64	+256%	+$938	﹤0.01%	232
2023 Q2	$399	Hold	25	–	–	﹤0.01%	326
2023 Q1	$481	Buy	25 +13	+108%	+$248	﹤0.01%	256
2022 Q4	$978	Sell	12 -343	-97%	-$6.14K	﹤0.01%	375
2022 Q3	$5K	Buy	355 +263	+286%	+$4.79K	﹤0.01%	102
2022 Q2	$2K	Buy	+92	New	+$1.83K	﹤0.01%	356
2022 Q1	–	Sell	-132	Closed	-$2K	–	163
2021 Q4	$2K	Buy	132 +128	+3,200%	+$2.39K	﹤0.01%	126
2021 Q3	$0	Sell	4 -69	-95%	-$1.45K	﹤0.01%	182
2021 Q2	$2K	Sell	73 -854	-92%	-$19.4K	﹤0.01%	104
2021 Q1	$21K	Buy	+927	New	+$20.5K	0.01%	103
2020 Q3	–	Sell	-265	Closed	-$6K	–	187
2020 Q2	$6K	Buy	+265	New	+$6.04K	﹤0.01%	112
2020 Q1	–	Sell	-927	Closed	-$27K	–	169
2019 Q4	$27K	Buy	+927	New	+$26.8K	0.02%	82

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFO Wealth Partners's T Position: Q2 2024 in Review

TFO Wealth Partners sold out of AT&T (T) in Q2 2024, closing a stake of 25 shares — an estimated $440 sold.

TFO Wealth Partners first reported a position in T in Q4 2019 and held it in 14 quarters. The position peaked at $27K in Q4 2019. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

TFO Wealth Partners reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 25 AT&T shares in Q2 2024, an estimated $440.
TFO Wealth Partners first reported a position in AT&T in Q4 2019 and held it in 14 quarters.
TFO Wealth Partners's AT&T position peaked at $27K in Q4 2019.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.