Wellington Wealth Strategies’s AT&T T Stock Holding History

Wellington Wealth Strategies’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	-10,222	Closed	-$172K	–	175
2023 Q4	$172K	Buy	+10,222	New	+$161K	0.15%	89
2020 Q4	$172K	Buy	+13,534	New	+$292K	0.15%	88

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

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

Wellington Wealth Strategies's T Position: Q1 2024 in Review

Wellington Wealth Strategies sold out of AT&T (T) in Q1 2024, closing a stake of 10,222 shares — an estimated $172K sold.

Wellington Wealth Strategies first reported a position in T in Q4 2020 and held it in 2 quarters. The position peaked at $172K in Q4 2023. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Wellington Wealth Strategies reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 10,222 AT&T shares in Q1 2024, an estimated $172K.
Wellington Wealth Strategies first reported a position in AT&T in Q4 2020 and held it in 2 quarters.
Wellington Wealth Strategies's AT&T position peaked at $172K in Q4 2023.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Wellington Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.