Tilia Fiduciary Partners’s AT&T T Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-3,465	Closed	-$55.3K	–	443
2023 Q2	$55.3K	Sell	3,465 -59	-2%	-$1K	0.05%	194
2023 Q1	$67.8K	Buy	3,524 +84	+2%	+$1.6K	0.06%	179
2022 Q4	$63.3K	Buy	3,440 +5	+0.1%	+$89	0.06%	180
2022 Q3	$51K	Buy	3,435 +6	+0.2%	+$109	0.05%	196
2022 Q2	$71K	Sell	3,429 -1,566	-31%	-$31.2K	0.07%	170
2022 Q1	$89K	Sell	4,995 -652	-12%	-$12.1K	0.08%	159
2021 Q4	$105K	Buy	+5,647	New	+$106K	0.08%	148

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

Tilia Fiduciary Partners's T Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of AT&T (T) in Q3 2023, closing a stake of 3,465 shares — an estimated $55.3K sold.

Tilia Fiduciary Partners first reported a position in T in Q4 2021 and held it in 7 quarters. The position peaked at $105K in Q4 2021. 2,289 funds tracked by Wall St. Rank hold T as of Q3 2023.

Tilia Fiduciary Partners reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 3,465 AT&T shares in Q3 2023, an estimated $55.3K.
Tilia Fiduciary Partners first reported a position in AT&T in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's AT&T position peaked at $105K in Q4 2021.
2,289 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.