Access Financial Services’s AT&T T Stock Holding History

Access Financial 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
2021 Q2	–	Sell	-18,524	Closed	-$424K	–	118
2021 Q1	$424K	Buy	18,524 +37	+0.2%	+$818	0.2%	79
2020 Q4	$402K	Buy	18,487 +1,699	+10%	+$36.6K	0.2%	73
2020 Q3	$361K	Buy	16,788 +2,690	+19%	+$60.1K	0.2%	66
2020 Q2	$322K	Sell	14,098 -760	-5%	-$17.3K	0.21%	65
2020 Q1	$327K	Buy	14,858 +724	+5%	+$19.8K	0.26%	58
2019 Q4	$417K	Buy	14,134 +894	+7%	+$25.8K	0.24%	65
2019 Q3	$378K	Sell	13,240 -58	-0.4%	-$1.54K	0.27%	62
2019 Q2	$337K	Sell	13,298 -388	-3%	-$9.31K	0.26%	66
2019 Q1	$324K	Sell	13,686 -15,051	-52%	-$346K	0.26%	60
2018 Q4	$619K	Buy	28,737 +3,182	+12%	+$74.1K	0.55%	45
2018 Q3	$648K	Buy	25,555 +2	+0%	+$49	0.44%	44
2018 Q2	$620K	Buy	25,553 +2	+0%	+$50	0.44%	46
2018 Q1	$688K	Sell	25,551 -794	-3%	-$22.1K	0.51%	42
2017 Q4	$774K	Sell	26,345 -1,325	-5%	-$36.2K	0.53%	43
2017 Q3	$819K	Buy	27,670 +1,014	+4%	+$28.8K	0.63%	45
2017 Q2	$760K	Buy	26,656 +874	+3%	+$25.8K	0.62%	44
2017 Q1	$809K	Buy	25,782 +265	+1%	+$8.34K	0.68%	41
2016 Q4	$820K	Buy	+25,517	New	+$753K	0.75%	38

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

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

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