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Tiller Private Wealth’s AT&T T Stock Holding History

Tiller Private Wealth’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
Q4 		– Sell
-11,143
Closed -$167K – 47
2023
Q3 		$167K Buy
+11,143
New +$163K 0.09% 46
2023
Q1 		– Sell
-11,611
Closed -$214K – 52
2022
Q4 		$214K Sell
11,611
-615
-5% -$11K 0.13% 46
2022
Q3 		$188K Sell
12,226
-1,050
-8% -$19.1K 0.12% 44
2022
Q2 		$278K Sell
13,276
-4,401
-25% -$87.8K 0.17% 43
2022
Q1 		$315K Buy
17,677
+766
+5% +$14.2K 0.18% 38
2021
Q4 		$314K Buy
16,911
+1,976
+13% +$36.9K 0.2% 37
2021
Q3 		$305K Buy
14,935
+771
+5% +$16.2K 0.23% 35
2021
Q2 		$308K Sell
14,164
-809
-5% -$18.4K 0.33% 34
2021
Q1 		$342K Sell
14,973
-2,974
-17% -$65.8K 0.43% 23
2020
Q4 		$390K Buy
17,947
+2,413
+16% +$52K 0.53% 18
2020
Q3 		$335K Buy
15,534
+1,043
+7% +$23.3K 0.62% 17
2020
Q2 		$331K Hold
14,491
– – 0.67% 18
2020
Q1 		$319K Sell
14,491
-282
-2% -$7.7K 0.36% 22
2019
Q4 		$436K Buy
14,773
+3,314
+29% +$95.7K 0.35% 20
2019
Q3 		$327K Buy
11,459
+269
+2% +$7.13K 0.28% 22
2019
Q2 		$283K Buy
11,190
+5
+0% +$120 0.24% 26
2019
Q1 		$265K Buy
11,185
+1,593
+17% +$36.6K 0.23% 26
2018
Q4 		$207K Buy
+9,592
New +$223K 0.18% 33

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return