ZRP
T icon

Zynergy Retirement Planning’s AT&T T Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-106
Closed -$2.41K – 93
2025
Q1 		$2.41K Hold
106
– – ﹤0.01% 100
2024
Q4 		$2.33K Hold
106
– – ﹤0.01% 93
2024
Q3 		$2.33K Sell
106
-250
-70% -$4.97K ﹤0.01% 93
2024
Q2 		$6.8K Buy
+356
New +$6.19K 0.01% 93

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Zynergy Retirement Planning's T Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of AT&T (T) in Q2 2025, closing a stake of 106 shares — an estimated $2.41K sold.

Zynergy Retirement Planning first reported a position in T in Q2 2024 and held it in 4 quarters. The position peaked at $6.8K in Q2 2024. 2,882 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 106 AT&T shares in Q2 2025, an estimated $2.41K.
  • Zynergy Retirement Planning first reported a position in AT&T in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's AT&T position peaked at $6.8K in Q2 2024.
  • 2,882 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.