Alaska Wealth Advisors’s AT&T T Stock Holding History

Alaska Wealth Advisors’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
2023 Q1	–	Sell	-40,593	Closed	-$747K	–	112
2022 Q4	$747K	Buy	40,593 +82	+0.2%	+$1.47K	0.13%	35
2022 Q3	$621K	Buy	40,511 +708	+2%	+$12.9K	0.12%	38
2022 Q2	$834K	Buy	+39,803	New	+$794K	0.17%	33
2020 Q1	–	Sell	-10,818	Closed	-$319K	–	71
2019 Q4	$319K	Buy	+10,818	New	+$312K	0.05%	52
2018 Q4	–	Sell	-9,522	Closed	-$241K	–	57
2018 Q3	$241K	Hold	9,522	–	–	0.07%	44
2018 Q2	$230K	Buy	9,522 +670	+8%	+$16.8K	0.07%	42
2018 Q1	$238K	Buy	+8,852	New	+$246K	0.08%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Alaska Wealth Advisors's T Position: Q1 2023 in Review

Alaska Wealth Advisors sold out of AT&T (T) in Q1 2023, closing a stake of 40,593 shares — an estimated $747K sold.

Alaska Wealth Advisors first reported a position in T in Q1 2018 and held it in 7 quarters. The position peaked at $834K in Q2 2022. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Alaska Wealth Advisors reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
Alaska Wealth Advisors sold 40,593 AT&T shares in Q1 2023, an estimated $747K.
Alaska Wealth Advisors first reported a position in AT&T in Q1 2018 and held it in 7 quarters.
Alaska Wealth Advisors's AT&T position peaked at $834K in Q2 2022.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Alaska Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.