Aevitas Wealth Management’s AT&T T Stock Holding History

Aevitas 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 Q4	$910K	Buy	+49,441	New	+$885K	0.54%	44
2021 Q2	–	Sell	-8,873	Closed	-$203K	–	126
2021 Q1	$203K	Buy	+8,873	New	+$196K	0.14%	115
2020 Q4	–	Sell	-10,021	Closed	-$204K	–	118
2020 Q3	$204K	Buy	10,021 +550	+6%	+$12.3K	0.17%	106
2020 Q2	$216K	Sell	9,471 -3,266	-26%	-$74.4K	0.2%	95
2020 Q1	$280K	Buy	12,737 +1,659	+15%	+$45.3K	0.31%	82
2019 Q4	$327K	Buy	11,078 +1,415	+15%	+$40.9K	0.31%	87
2019 Q3	$276K	Buy	9,663 +32	+0.3%	+$848	0.28%	93
2019 Q2	$244K	Sell	9,631 -5,343	-36%	-$128K	0.25%	97
2019 Q1	$354K	Buy	14,974 +6,969	+87%	+$160K	0.32%	81
2018 Q4	$173K	Sell	8,005 -9,063	-53%	-$211K	0.18%	102
2018 Q3	$433K	Buy	17,068 +1,269	+8%	+$31.1K	0.39%	66
2018 Q2	$383K	Buy	15,799 +1,873	+13%	+$47K	0.37%	68
2018 Q1	$375K	Buy	13,926 +1,724	+14%	+$48K	0.37%	67
2017 Q4	$358K	Buy	+12,202	New	+$333K	0.34%	75

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's T Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in AT&T (T) in Q4 2022: 49,441 shares worth $910K. The stake represents 0.54% of the portfolio and ranks #44 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in T as recently as Q1 2021.

Aevitas Wealth Management first reported a position in T in Q4 2017 and has held it in 14 quarters since. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Aevitas Wealth Management held 49,441 shares of AT&T worth $910K as of Q4 2022.
AT&T was a new Aevitas Wealth Management position in Q4 2022.
AT&T made up 0.54% of Aevitas Wealth Management's portfolio in Q4 2022, its #44 holding.
Aevitas Wealth Management first reported a position in AT&T in Q4 2017 and has held it in 14 quarters since.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.