Truepoint Inc’s AT&T T Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-16,572	Closed	-$278K	–	228
2023 Q4	$278K	Buy	16,572 +1,792	+12%	+$28.3K	0.01%	184
2023 Q3	$222K	Buy	+14,780	New	+$217K	0.01%	184
2021 Q2	–	Sell	-10,554	Closed	-$241K	–	124
2021 Q1	$241K	Buy	10,554 +130	+1%	+$2.87K	0.02%	105
2020 Q4	$226K	Buy	+10,424	New	+$225K	0.02%	103
2020 Q1	–	Sell	-8,443	Closed	-$249K	–	104
2019 Q4	$249K	Buy	+8,443	New	+$244K	0.02%	104
2019 Q3	–	Sell	-14,032	Closed	-$355K	–	121
2019 Q2	$355K	Buy	14,032 +1,202	+9%	+$28.8K	0.03%	88
2019 Q1	$304K	Buy	12,830 +3,542	+38%	+$81.5K	0.03%	90
2018 Q4	$200K	Sell	9,288 -1,566	-14%	-$36.5K	0.02%	99
2018 Q3	$275K	Sell	10,854 -420	-4%	-$10.3K	0.02%	89
2018 Q2	$273K	Buy	11,274 +10,919	+3,076%	+$274K	0.02%	88
2018 Q1	$7.52K	Buy	+355	New	+$9.88K	0.06%	47
2017 Q1	–	Sell	-8,446	Closed	-$263K	–	97
2016 Q4	$263K	Buy	+8,446	New	+$249K	0.03%	75
2016 Q1	–	Sell	-8,039	Closed	-$209K	–	87
2015 Q4	$209K	Buy	+8,039	New	+$204K	0.03%	69

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return