Traverso Chambers Private Wealth Management’s AT&T T Stock Holding History

Traverso Chambers Private Wealth Management’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	$205K	Buy	12,216 +41	+0.3%	+$647	0.05%	118
2023 Q3	$183K	Sell	12,175 -803	-6%	-$11.8K	0.05%	112
2023 Q2	$207K	Buy	12,978 +35	+0.3%	+$596	0.05%	113
2023 Q1	$249K	Buy	12,943 +23	+0.2%	+$440	0.07%	102
2022 Q4	$238K	Sell	12,920 -22,171	-63%	-$397K	0.07%	101
2022 Q3	$538K	Buy	35,091 +2,329	+7%	+$42.4K	0.16%	68
2022 Q2	$687K	Sell	32,762 -901	-3%	-$18K	0.23%	56
2022 Q1	$601K	Buy	33,663 +1,212	+4%	+$22.4K	0.18%	65
2021 Q4	$603K	Buy	32,451 +2,926	+10%	+$54.7K	0.18%	67
2021 Q3	$602K	Buy	29,525 +3,151	+12%	+$66.2K	0.19%	64
2021 Q2	$573K	Buy	26,374 +1,789	+7%	+$40.7K	0.18%	62
2021 Q1	$562K	Buy	24,585 +1,990	+9%	+$44K	0.19%	60
2020 Q4	$491K	Sell	22,595 -654	-3%	-$14.1K	0.18%	60
2020 Q3	$501K	Buy	23,249 +71	+0.3%	+$1.59K	0.19%	58
2020 Q2	$529K	Buy	23,178 +1,152	+5%	+$26.2K	0.22%	55
2020 Q1	$485K	Buy	22,026 +195	+0.9%	+$5.33K	0.23%	55
2019 Q4	$644K	Sell	21,831 -1,094	-5%	-$31.6K	0.27%	49
2019 Q3	$655K	Buy	22,925 +441	+2%	+$11.7K	0.31%	45
2019 Q2	$575K	Sell	22,484 -77	-0.3%	-$1.85K	0.28%	50
2019 Q1	$534K	Sell	22,561 -185	-0.8%	-$4.26K	0.26%	50
2018 Q4	$490K	Buy	+22,746	New	+$530K	0.26%	49

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Traverso Chambers Private Wealth Management's T Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its AT&T (T) stake by 0.34% in Q4 2023, buying an estimated $647 and bringing the position to 12,216 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #118.

Traverso Chambers Private Wealth Management first reported a position in T in Q4 2018 and has held it in 21 quarters since. The position peaked at $687K in Q2 2022. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

Traverso Chambers Private Wealth Management held 12,216 shares of AT&T worth $205K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 41 AT&T shares in Q4 2023, an estimated $647.
AT&T made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #118 holding.
Traverso Chambers Private Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's AT&T position peaked at $687K in Q2 2022.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.