Vista Finance’s AT&T T Stock Holding History

Vista Finance’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	–	Sell	-26,794	Closed	-$402K	–	23
2023 Q3	$402K	Sell	26,794 -1,167	-4%	-$17.1K	0.59%	22
2023 Q2	$446K	Buy	27,961 +26	+0.1%	+$443	0.7%	18
2023 Q1	$538K	Buy	27,935 +111	+0.4%	+$2.12K	0.76%	18
2022 Q4	$512K	Sell	27,824 -1,907	-6%	-$34.1K	0.72%	16
2022 Q3	$456K	Sell	29,731 -269	-0.9%	-$4.89K	0.55%	21
2022 Q2	$629K	Sell	30,000 -8,250	-22%	-$165K	0.82%	22
2022 Q1	$683K	Buy	+38,250	New	+$708K	1.01%	22

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

Vista Finance's T Position: Q4 2023 in Review

Vista Finance sold out of AT&T (T) in Q4 2023, closing a stake of 26,794 shares — an estimated $402K sold.

Vista Finance first reported a position in T in Q1 2022 and held it in 7 quarters. The position peaked at $683K in Q1 2022. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

Vista Finance reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
Vista Finance sold 26,794 AT&T shares in Q4 2023, an estimated $402K.
Vista Finance first reported a position in AT&T in Q1 2022 and held it in 7 quarters.
Vista Finance's AT&T position peaked at $683K in Q1 2022.
2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on Vista Finance's 13F filing for Q4 2023, filed 13 Feb 2024.