Forum Private Client Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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

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

View all positions for Forum Private Client Group

Top funds holding At&t

Vanguard Group
Newport Trust
Bank of New York Mellon
Norges Bank Investment Management
Citadel Advisors
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t