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

Altium 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 Q2	$1.1M	Sell	52,464 -31,978	-38%	-$638K	0.08%	148
2022 Q1	$1.51M	Buy	84,442 +16,077	+24%	+$297K	0.1%	120
2021 Q4	$1.27M	Sell	68,365 -7,892	-10%	-$148K	0.08%	121
2021 Q3	$1.56M	Buy	76,257 +7,631	+11%	+$160K	0.11%	97
2021 Q2	$1.49M	Sell	68,626 -10,582	-13%	-$241K	0.11%	96
2021 Q1	$1.81M	Sell	79,208 -6,998	-8%	-$155K	0.15%	82
2020 Q4	$1.87M	Buy	86,206 +2,198	+3%	+$47.4K	0.17%	71
2020 Q3	$1.81M	Sell	84,008 -14,969	-15%	-$335K	0.19%	64
2020 Q2	$2.26M	Sell	98,977 -35,367	-26%	-$805K	0.25%	46
2020 Q1	$2.96M	Buy	134,344 +16,425	+14%	+$449K	0.41%	30
2019 Q4	$3.48M	Buy	117,919 +7,235	+7%	+$209K	0.42%	26
2019 Q3	$3.16M	Buy	110,684 +5,118	+5%	+$136K	0.43%	27
2019 Q2	$2.67M	Sell	105,566 -9,801	-8%	-$235K	0.39%	33
2019 Q1	$2.73M	Buy	115,367 +8,694	+8%	+$200K	0.44%	33
2018 Q4	$2.3M	Sell	106,673 -30,934	-22%	-$720K	0.44%	34
2018 Q3	$3.49M	Buy	137,607 +91,852	+201%	+$2.25M	0.67%	23
2018 Q2	$1.11M	Buy	45,755 +12,844	+39%	+$322K	0.3%	61
2018 Q1	$887K	Buy	32,911 +1,825	+6%	+$50.8K	0.35%	50
2017 Q4	$913K	Buy	+31,086	New	+$849K	0.42%	46

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

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

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

Altium Wealth Management's T Position: Q2 2022 in Review

Altium Wealth Management reduced its AT&T (T) stake by 38% in Q2 2022, selling an estimated $638K and leaving 52,464 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #148.

Altium Wealth Management first reported a position in T in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.49M in Q3 2018. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Altium Wealth Management held 52,464 shares of AT&T worth $1.1M as of Q2 2022.
Altium Wealth Management sold 31,978 AT&T shares in Q2 2022, an estimated $638K.
AT&T made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #148 holding.
Altium Wealth Management first reported a position in AT&T in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's AT&T position peaked at $3.49M in Q3 2018.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.