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WealthSource Partners’s AT&T T Stock Holding History

WealthSource Partners’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
2022
Q1 		– Sell
-1,324
Closed -$24K – 627
2021
Q4 		$24K Buy
+1,324
New +$24.8K ﹤0.01% 547

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthSource Partners's T Position: Q4 2023 in Review

WealthSource Partners reduced its AT&T (T) stake by 26% in Q4 2023, selling an estimated $91.6K and leaving 16,108 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #434.

WealthSource Partners first reported a position in T in Q1 2016 and has held it in 32 quarters since. The position peaked at $2.44M in Q2 2021. 2,445 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • WealthSource Partners held 16,108 shares of AT&T worth $270K as of Q4 2023.
  • WealthSource Partners sold 5,801 AT&T shares in Q4 2023, an estimated $91.6K.
  • AT&T made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #434 holding.
  • WealthSource Partners first reported a position in AT&T in Q1 2016 and has held it in 32 quarters since.
  • WealthSource Partners's AT&T position peaked at $2.44M in Q2 2021.
  • 2,445 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.