1776 Wealth’s AT&T T Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-6,317	Closed	-$144K	–	285
2020 Q2	$144K	Sell	6,317 -3,801	-38%	-$86.6K	0.1%	118
2020 Q1	$259K	Buy	10,118 +5,125	+103%	+$140K	0.11%	124
2019 Q4	$147K	Buy	+4,993	New	+$144K	0.13%	118

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

1776 Wealth's T Position: Q3 2020 in Review

1776 Wealth sold out of AT&T (T) in Q3 2020, closing a stake of 6,317 shares — an estimated $144K sold.

1776 Wealth first reported a position in T in Q4 2019 and held it in 3 quarters. The position peaked at $259K in Q1 2020. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

1776 Wealth reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 6,317 AT&T shares in Q3 2020, an estimated $144K.
1776 Wealth first reported a position in AT&T in Q4 2019 and held it in 3 quarters.
1776 Wealth's AT&T position peaked at $259K in Q1 2020.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.