ACG Wealth’s AT&T T Stock Holding History

ACG 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 Q1	–	Sell	-132	Closed	-$4K	–	328
2019 Q4	$4K	Hold	132	–	–	﹤0.01%	321
2019 Q3	$4K	Buy	+132	New	+$3.5K	﹤0.01%	335

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

ACG Wealth's T Position: Q3 2022 in Review

ACG Wealth increased its AT&T (T) stake by 9.6% in Q3 2022, buying an estimated $218K and bringing the position to 136,213 shares worth $2.09M. The position accounts for 0.48% of the portfolio, ranked #63.

ACG Wealth first reported a position in T in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.58M in Q4 2019. 2,316 funds tracked by Wall St. Rank hold T as of Q3 2022.

ACG Wealth held 136,213 shares of AT&T worth $2.09M as of Q3 2022.
ACG Wealth bought 11,981 AT&T shares in Q3 2022, an estimated $218K.
AT&T made up 0.48% of ACG Wealth's portfolio in Q3 2022, its #63 holding.
ACG Wealth first reported a position in AT&T in Q2 2013 and has held it in 38 quarters since.
ACG Wealth's AT&T position peaked at $3.58M in Q4 2019.
2,316 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.