1 North Wealth Services’s AT&T T Stock Holding History

1 North Wealth Services’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
2019 Q4	$176K	Hold	5,969	–	–	0.11%	63
2019 Q3	$171K	Buy	+5,969	New	+$158K	0.11%	56
2019 Q1	$150K	Buy	6,341 +130	+2%	+$2.99K	0.11%	60
2018 Q4	$134K	Buy	+6,211	New	+$145K	0.11%	56

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

1 North Wealth Services's T Position: Q4 2019 in Review

1 North Wealth Services held its AT&T (T) position steady in Q4 2019 at 5,969 shares worth $176K. The position accounts for 0.11% of the portfolio, ranked #63.

1 North Wealth Services first reported a position in T in Q4 2018 and has held it in 4 quarters since. 2,586 funds tracked by Wall St. Rank hold T as of Q4 2019.

1 North Wealth Services held 5,969 shares of AT&T worth $176K as of Q4 2019.
1 North Wealth Services left its AT&T share count unchanged in Q4 2019.
AT&T made up 0.11% of 1 North Wealth Services's portfolio in Q4 2019, its #63 holding.
1 North Wealth Services first reported a position in AT&T in Q4 2018 and has held it in 4 quarters since.
2,586 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.