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Wambolt & Associates’s AT&T T Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-11,012
Closed -$209K – 209
2024
Q2 		$209K Sell
11,012
-5,292
-32% -$92K 0.06% 196
2024
Q1 		$285K Sell
16,304
-16,036
-50% -$274K 0.09% 190
2023
Q4 		$543K Sell
32,340
-4,638
-13% -$73.2K 0.18% 155
2023
Q3 		$542K Sell
36,978
-5,825
-14% -$85.4K 0.2% 155
2023
Q2 		$683K Buy
42,803
+76
+0.2% +$1.29K 0.24% 133
2023
Q1 		$828K Buy
42,727
+11
+0% +$210 0.29% 118
2022
Q4 		$786K Buy
42,716
+742
+2% +$13.3K 0.3% 115
2022
Q3 		$644K Sell
41,974
-425
-1% -$7.73K 0.27% 124
2022
Q2 		$889K Sell
42,399
-13,945
-25% -$278K 0.36% 103
2022
Q1 		$1.02M Sell
56,344
-3,072
-5% -$56.8K 0.37% 96
2021
Q4 		$1.1M Sell
59,416
-6,392
-10% -$119K 0.4% 92
2021
Q3 		$1.35M Sell
65,808
-70
-0.1% -$1.47K 0.54% 64
2021
Q2 		$1.45M Buy
65,878
+10,796
+20% +$246K 0.62% 49
2021
Q1 		$1.27M Buy
55,082
+14,063
+34% +$311K 0.66% 52
2020
Q4 		$891K Buy
41,019
+18,332
+81% +$395K 0.53% 68
2020
Q3 		$489K Buy
22,687
+3,253
+17% +$72.7K 0.37% 96
2020
Q2 		$444K Buy
19,434
+8,131
+72% +$185K 0.35% 104
2020
Q1 		$249K Buy
11,303
+2,594
+30% +$70.9K 0.26% 133
2019
Q4 		$257K Hold
8,709
– – 0.2% 146
2019
Q3 		$249K Sell
8,709
-382
-4% -$10.1K 0.21% 138
2019
Q2 		$230K Buy
9,091
+680
+8% +$16.3K 0.19% 139
2019
Q1 		$202K Buy
+8,411
New +$193K 0.18% 143

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wambolt & Associates's T Position: Q3 2024 in Review

Wambolt & Associates sold out of AT&T (T) in Q3 2024, closing a stake of 11,012 shares — an estimated $209K sold.

Wambolt & Associates first reported a position in T in Q1 2019 and held it in 22 quarters. The position peaked at $1.45M in Q2 2021. 2,444 funds tracked by Wall St. Rank hold T as of Q3 2024.

  • Wambolt & Associates reported no remaining AT&T position as of Q3 2024 after selling out during the quarter.
  • Wambolt & Associates sold 11,012 AT&T shares in Q3 2024, an estimated $209K.
  • Wambolt & Associates first reported a position in AT&T in Q1 2019 and held it in 22 quarters.
  • Wambolt & Associates's AT&T position peaked at $1.45M in Q2 2021.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q3 2024.

Based on Wambolt & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.