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

Altus 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	–	Sell	-11,972	Closed	-$214K	–	39
2022 Q1	$214K	Hold	11,972	–	–	0.15%	35
2021 Q4	$222K	Sell	11,972 -1,614	-12%	-$30.2K	0.13%	36
2021 Q3	$277K	Buy	13,586 +38	+0.3%	+$798	0.18%	27
2021 Q2	$295K	Buy	13,548 +27	+0.2%	+$614	0.19%	27
2021 Q1	$309K	Buy	13,521 +36	+0.3%	+$796	0.22%	26
2020 Q4	$293K	Buy	13,485 +1,941	+17%	+$41.9K	0.23%	25
2020 Q3	$249K	Hold	11,544	–	–	0.23%	27
2020 Q2	$264K	Hold	11,544	–	–	0.29%	20
2020 Q1	$254K	Sell	11,544 -575	-5%	-$15.7K	0.36%	19
2019 Q4	$358K	Buy	+12,119	New	+$350K	0.35%	22

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

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

Altus Wealth Management sold out of AT&T (T) in Q2 2022, closing a stake of 11,972 shares — an estimated $214K sold.

Altus Wealth Management first reported a position in T in Q4 2019 and held it in 10 quarters. The position peaked at $358K in Q4 2019. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Altus Wealth Management reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
Altus Wealth Management sold 11,972 AT&T shares in Q2 2022, an estimated $214K.
Altus Wealth Management first reported a position in AT&T in Q4 2019 and held it in 10 quarters.
Altus Wealth Management's AT&T position peaked at $358K in Q4 2019.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Altus Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.