TI
T icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truepoint Inc's T Position: Q1 2024 in Review

Truepoint Inc sold out of AT&T (T) in Q1 2024, closing a stake of 16,572 shares — an estimated $278K sold.

Truepoint Inc first reported a position in T in Q4 2015 and held it in 13 quarters. The position peaked at $355K in Q2 2019. 2,418 funds tracked by Wall St. Rank hold T as of Q1 2024.

  • Truepoint Inc reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
  • Truepoint Inc sold 16,572 AT&T shares in Q1 2024, an estimated $278K.
  • Truepoint Inc first reported a position in AT&T in Q4 2015 and held it in 13 quarters.
  • Truepoint Inc's AT&T position peaked at $355K in Q2 2019.
  • 2,418 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.