Wells Trecaso Financial Group’s AT&T T Stock Holding History

Wells Trecaso Financial Group’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
2020 Q1	–	Sell	-1,324	Closed	-$2K	–	76
2019 Q4	$2K	Hold	1,324	–	–	﹤0.01%	70
2019 Q3	$2K	Buy	+1,324	New	+$35.1K	﹤0.01%	68
2018 Q4	–	Sell	-2,648	Closed	-$1K	–	75
2018 Q3	$1K	Buy	+2,648	New	+$64.9K	﹤0.01%	75

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

Wells Trecaso Financial Group's T Position: Q1 2024 in Review

Wells Trecaso Financial Group sold out of AT&T (T) in Q1 2024, closing a stake of 14,243 shares — an estimated $239K sold.

Wells Trecaso Financial Group first reported a position in T in Q4 2017 and held it in 25 quarters. The position peaked at $4.65M in Q4 2019. 2,416 funds tracked by Wall St. Rank hold T as of Q1 2024.

Wells Trecaso Financial Group reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Wells Trecaso Financial Group sold 14,243 AT&T shares in Q1 2024, an estimated $239K.
Wells Trecaso Financial Group first reported a position in AT&T in Q4 2017 and held it in 25 quarters.
Wells Trecaso Financial Group's AT&T position peaked at $4.65M in Q4 2019.
2,416 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.