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WR Wealth Planners’s AT&T T Stock Holding History

WR Wealth Planners’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
Q4 		$497K Buy
21,818
+245
+1% +$5.51K 0.16% 97
2024
Q3 		$475K Buy
21,573
+1,564
+8% +$31.1K 0.13% 106
2024
Q2 		$382K Sell
20,009
-892
-4% -$15.5K 0.12% 114
2024
Q1 		$368K Buy
20,901
+754
+4% +$12.9K 0.11% 117
2023
Q4 		$338K Buy
20,147
+351
+2% +$5.54K 0.13% 137
2023
Q3 		$297K Sell
19,796
-3,152
-14% -$46.2K 0.11% 136
2023
Q2 		$366K Buy
22,948
+1,780
+8% +$30.3K 0.14% 115
2023
Q1 		$407K Buy
21,168
+5,132
+32% +$98.1K 0.18% 95
2022
Q4 		$295K Buy
16,036
+213
+1% +$3.81K 0.18% 87
2022
Q3 		$243K Buy
15,823
+190
+1% +$3.46K 0.17% 98
2022
Q2 		$328K Sell
15,633
-4,810
-24% -$95.9K 0.22% 76
2022
Q1 		$365K Buy
+20,443
New +$378K 0.22% 78

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's T Position: Q4 2024 in Review

WR Wealth Planners increased its AT&T (T) stake by 1.1% in Q4 2024, buying an estimated $5.51K and bringing the position to 21,818 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #97.

WR Wealth Planners first reported a position in T in Q1 2022 and has held it in 12 quarters since. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • WR Wealth Planners held 21,818 shares of AT&T worth $497K as of Q4 2024.
  • WR Wealth Planners bought 245 AT&T shares in Q4 2024, an estimated $5.51K.
  • AT&T made up 0.16% of WR Wealth Planners's portfolio in Q4 2024, its #97 holding.
  • WR Wealth Planners first reported a position in AT&T in Q1 2022 and has held it in 12 quarters since.
  • 2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.