Triad Financial Advisors’s AT&T T Stock Holding History

Triad Financial Advisors’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	$262K	Sell	17,448 -1,522	-8%	-$22.3K	0.09%	86
2023 Q2	$303K	Sell	18,970 -275	-1%	-$4.68K	0.12%	72
2023 Q1	$370K	Buy	19,245 +26	+0.1%	+$497	0.16%	56
2022 Q4	$354K	Sell	19,219 -440	-2%	-$7.88K	0.16%	72
2022 Q3	$302K	Buy	19,659 +173	+0.9%	+$3.15K	0.16%	74
2022 Q2	$408K	Sell	19,486 -6,164	-24%	-$123K	0.23%	52
2022 Q1	$458K	Sell	25,650 -450	-2%	-$8.33K	0.25%	55
2021 Q4	$485K	Buy	+26,100	New	+$488K	0.29%	57

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

Triad Financial Advisors's T Position: Q3 2023 in Review

Triad Financial Advisors reduced its AT&T (T) stake by 8% in Q3 2023, selling an estimated $22.3K and leaving 17,448 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #86.

Triad Financial Advisors first reported a position in T in Q4 2021 and has held it in 8 quarters since. The position peaked at $485K in Q4 2021. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Triad Financial Advisors held 17,448 shares of AT&T worth $262K as of Q3 2023.
Triad Financial Advisors sold 1,522 AT&T shares in Q3 2023, an estimated $22.3K.
AT&T made up 0.09% of Triad Financial Advisors's portfolio in Q3 2023, its #86 holding.
Triad Financial Advisors first reported a position in AT&T in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's AT&T position peaked at $485K in Q4 2021.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.