Adams Chetwood Wealth Management’s AT&T T Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	–	Sell	-11,120	Closed	-$207K	–	81
2021 Q4	$207K	Sell	11,120 -562	-5%	-$10.5K	0.14%	73
2021 Q3	$238K	Sell	11,682 -9,246	-44%	-$194K	0.17%	72
2021 Q2	$455K	Sell	20,928 -13,897	-40%	-$316K	0.32%	60
2021 Q1	$796K	Sell	34,825 -830	-2%	-$18.4K	0.61%	36
2020 Q4	$775K	Buy	35,655 +1,669	+5%	+$36K	0.64%	35
2020 Q3	$732K	Sell	33,986 -118	-0.3%	-$2.64K	0.7%	32
2020 Q2	$779K	Sell	34,104 -422	-1%	-$9.61K	0.79%	29
2020 Q1	$777K	Sell	34,526 -733	-2%	-$20K	0.91%	25
2019 Q4	$1.04M	Buy	+35,259	New	+$1.02M	1.06%	15

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Adams Chetwood Wealth Management's T Position: Q1 2022 in Review

Adams Chetwood Wealth Management sold out of AT&T (T) in Q1 2022, closing a stake of 11,120 shares — an estimated $207K sold.

Adams Chetwood Wealth Management first reported a position in T in Q4 2019 and held it in 9 quarters. The position peaked at $1.04M in Q4 2019. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Adams Chetwood Wealth Management reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Adams Chetwood Wealth Management sold 11,120 AT&T shares in Q1 2022, an estimated $207K.
Adams Chetwood Wealth Management first reported a position in AT&T in Q4 2019 and held it in 9 quarters.
Adams Chetwood Wealth Management's AT&T position peaked at $1.04M in Q4 2019.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.