Western Pacific Wealth Management’s AT&T T Stock Holding History

Western Pacific Wealth Management’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 Q2	–	Sell	-2,314	Closed	-$40.7K	–	290
2024 Q1	$40.7K	Hold	2,314	–	–	0.03%	155
2023 Q4	$38.8K	Buy	+2,314	New	+$36.5K	0.03%	155
2023 Q2	–	Sell	-1,448	Closed	-$27.9K	–	309
2023 Q1	$27.9K	Hold	1,448	–	–	0.02%	174
2022 Q4	$26.7K	Sell	1,448 -2,039	-58%	-$36.5K	0.02%	164
2022 Q3	$53K	Buy	3,487 +2,541	+269%	+$46.2K	0.05%	97
2022 Q2	$19K	Sell	946 -307	-25%	-$6.12K	0.02%	124
2022 Q1	$22K	Hold	1,253	–	–	0.02%	141
2021 Q4	$23K	Buy	+1,253	New	+$23.4K	0.01%	148

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Pacific Wealth Management's T Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of AT&T (T) in Q2 2024, closing a stake of 2,314 shares — an estimated $40.7K sold.

Western Pacific Wealth Management first reported a position in T in Q4 2021 and held it in 8 quarters. The position peaked at $53K in Q3 2022. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2024.

Western Pacific Wealth Management reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 2,314 AT&T shares in Q2 2024, an estimated $40.7K.
Western Pacific Wealth Management first reported a position in AT&T in Q4 2021 and held it in 8 quarters.
Western Pacific Wealth Management's AT&T position peaked at $53K in Q3 2022.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.