AJ Wealth Strategies’s AT&T T Stock Holding History

AJ Wealth Strategies’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	-10,616	Closed	-$243K	–	279
2021 Q1	$243K	Sell	10,616 -136	-1%	-$3.01K	0.02%	231
2020 Q4	$234K	Buy	+10,752	New	+$232K	0.02%	213
2018 Q4	–	Sell	-7,931	Closed	-$201K	–	109
2018 Q3	$201K	Buy	+7,931	New	+$194K	0.04%	98

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

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

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

AJ Wealth Strategies's T Position: Q2 2021 in Review

AJ Wealth Strategies sold out of AT&T (T) in Q2 2021, closing a stake of 10,616 shares — an estimated $243K sold.

AJ Wealth Strategies first reported a position in T in Q3 2018 and held it in 3 quarters. The position peaked at $243K in Q1 2021. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

AJ Wealth Strategies reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
AJ Wealth Strategies sold 10,616 AT&T shares in Q2 2021, an estimated $243K.
AJ Wealth Strategies first reported a position in AT&T in Q3 2018 and held it in 3 quarters.
AJ Wealth Strategies's AT&T position peaked at $243K in Q1 2021.
2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on AJ Wealth Strategies's 13F filing for Q2 2021, filed 16 Aug 2021.