WestHill Financial Advisors’s AT&T T Stock Holding History

WestHill Financial Advisors’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	-10,537	Closed	-$185K	–	77
2024 Q1	$185K	Sell	10,537 -468	-4%	-$7.99K	0.05%	74
2023 Q4	$185K	Sell	11,005 -1,110	-9%	-$17.5K	0.05%	73
2023 Q3	$182K	Sell	12,115 -88	-0.7%	-$1.29K	0.05%	67
2023 Q2	$195K	Sell	12,203 -110	-0.9%	-$1.87K	0.06%	64
2023 Q1	$237K	Hold	12,313	–	–	0.07%	53
2022 Q4	$227K	Sell	12,313 -1,813	-13%	-$32.5K	0.07%	54
2022 Q3	$217K	Hold	14,126	–	–	0.07%	54
2022 Q2	$296K	Sell	14,126 -4,577	-24%	-$91.3K	0.1%	44
2022 Q1	$334K	Sell	18,703 -1,951	-9%	-$36.1K	0.1%	44
2021 Q4	$384K	Buy	20,654 +2,760	+15%	+$51.6K	0.11%	41
2021 Q3	$365K	Buy	+17,894	New	+$376K	0.11%	38
2021 Q1	$416K	Hold	18,205	–	–	0.15%	32
2020 Q4	$395K	Buy	+18,205	New	+$393K	0.16%	30

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

WestHill Financial Advisors's T Position: Q2 2024 in Review

WestHill Financial Advisors sold out of AT&T (T) in Q2 2024, closing a stake of 10,537 shares — an estimated $185K sold.

WestHill Financial Advisors first reported a position in T in Q4 2020 and held it in 13 quarters. The position peaked at $416K in Q1 2021. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.

WestHill Financial Advisors reported no remaining AT&T position as of Q2 2024 after selling out during the quarter.
WestHill Financial Advisors sold 10,537 AT&T shares in Q2 2024, an estimated $185K.
WestHill Financial Advisors first reported a position in AT&T in Q4 2020 and held it in 13 quarters.
WestHill Financial Advisors's AT&T position peaked at $416K in Q1 2021.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.

Based on WestHill Financial Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.