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TrinityPoint Wealth’s AT&T T Stock Holding History

TrinityPoint 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
2024
Q4 		$241K Buy
10,602
+1,250
+13% +$28.1K 0.03% 294
2024
Q3 		$206K Buy
+9,352
New +$186K 0.03% 314
2023
Q4 		– Sell
-10,600
Closed -$159K – 302
2023
Q3 		$159K Sell
10,600
-3,520
-25% -$51.6K 0.03% 280
2023
Q2 		$225K Sell
14,120
-4,386
-24% -$74.7K 0.04% 252
2023
Q1 		$356K Buy
18,506
+331
+2% +$6.33K 0.08% 203
2022
Q4 		$335K Sell
18,175
-4,302
-19% -$77K 0.08% 204
2022
Q3 		$345K Sell
22,477
-1,715
-7% -$31.2K 0.08% 191
2022
Q2 		$507K Sell
24,192
-8,780
-27% -$175K 0.11% 153
2022
Q1 		$588K Sell
32,972
-2,216
-6% -$41K 0.11% 165
2021
Q4 		$654K Sell
35,188
-7,559
-18% -$141K 0.12% 148
2021
Q3 		$872K Buy
42,747
+4,409
+12% +$92.6K 0.17% 126
2021
Q2 		$833K Sell
38,338
-8,407
-18% -$191K 0.17% 122
2021
Q1 		$1.07M Sell
46,745
-6,588
-12% -$146K 0.25% 92
2020
Q4 		$1.2M Sell
53,333
-42,533
-44% -$917K 0.29% 82
2020
Q3 		$2.06M Sell
95,866
-1,682
-2% -$37.6K 0.57% 47
2020
Q2 		$2.23M Buy
97,548
+2,901
+3% +$66.1K 0.7% 37
2020
Q1 		$2.08M Sell
94,647
-37,321
-28% -$1.02M 0.83% 28
2019
Q4 		$3.9M Sell
131,968
-4,478
-3% -$129K 1.31% 15
2019
Q3 		$4.01M Buy
136,446
+4,054
+3% +$107K 1.4% 13
2019
Q2 		$3.32M Sell
132,392
-2,250
-2% -$54K 1.59% 12
2019
Q1 		$3.19M Buy
134,642
+36,181
+37% +$832K 1.57% 11
2018
Q4 		$2.12M Buy
+98,461
New +$2.29M 1.3% 18

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

TrinityPoint Wealth's T Position: Q4 2024 in Review

TrinityPoint Wealth increased its AT&T (T) stake by 13% in Q4 2024, buying an estimated $28.1K and bringing the position to 10,602 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #294.

TrinityPoint Wealth first reported a position in T in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.01M in Q3 2019. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • TrinityPoint Wealth held 10,602 shares of AT&T worth $241K as of Q4 2024.
  • TrinityPoint Wealth bought 1,250 AT&T shares in Q4 2024, an estimated $28.1K.
  • AT&T made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #294 holding.
  • TrinityPoint Wealth first reported a position in AT&T in Q4 2018 and has held it in 22 quarters since.
  • TrinityPoint Wealth's AT&T position peaked at $4.01M in Q3 2019.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.