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At&t shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of At&t (T) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in At&t

Tip: Access up to 7 years of quarterly data

All positions including At&t held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 141k 22.00
2024-06-30 $2.3M 123k 19.11
2024-03-31 $1.9M 110k 17.60
2023-12-31 $2.2M 133k 16.78
2023-09-30 $1.0M 69k 15.02
2023-06-30 $347k 22k 15.95

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View all positions for Kingswood Wealth Advisors

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