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At&t shares owned by Forum Private Client Group

Quarter-by-quarter ownership of At&t (T) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $578k 26k 22.00
2024-03-31 $485k 28k 17.60
2023-12-31 $466k 28k 16.78
2023-06-30 $386k 24k 15.95
2023-03-31 $456k 24k 19.25
2022-12-31 $390k 21k 18.41
2022-09-30 $323k 21k 15.33
2022-06-30 $461k 22k 20.96
2022-03-31 $493k 21k 23.64

More positions owned by Forum Private Client Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Forum Private Client Group

Top funds holding At&t

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
GQG Partners
Northern Trust
Bank of America Corporation
Capital World Investors
Goldman Sachs Group
Charles Schwab Investment Management
Dimensional Fund Advisors

View all funds holding At&t