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

AmeriServ 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
2021 Q3	–	Sell	-9,333	Closed	-$203K	–	68
2021 Q2	$203K	Hold	9,333	–	–	0.16%	68
2021 Q1	$213K	Sell	9,333 -1,507	-14%	-$33.3K	0.18%	61
2020 Q4	$235K	Buy	+10,840	New	+$234K	0.23%	62
2019 Q3	$310K	Buy	10,837 +932	+9%	+$24.7K	0.42%	46
2019 Q2	$251K	Buy	9,905 +548	+6%	+$13.1K	0.33%	57
2019 Q1	$222K	Sell	9,357 -2,092	-18%	-$48.1K	0.46%	57
2018 Q4	$247K	Buy	+11,449	New	+$267K	0.63%	52
2018 Q3	–	Sell	-22,851	Closed	-$554K	–	82
2018 Q2	$554K	Sell	22,851 -7,777	-25%	-$195K	0.74%	32
2018 Q1	$824K	Sell	30,628 -302	-1%	-$8.4K	0.93%	24
2017 Q4	$850K	Buy	+30,930	New	+$845K	0.82%	23
2017 Q1	$995K	Sell	31,722 -5,285	-14%	-$166K	1.3%	15
2016 Q4	$1.19M	Buy	37,007 +1,850	+5%	+$54.6K	1.39%	14
2016 Q3	$1.08M	Sell	35,157 -8,772	-20%	-$277K	1.36%	15
2016 Q2	$1.43M	Sell	43,929 -342	-0.8%	-$10.2K	2.13%	9
2016 Q1	$1.31M	Buy	44,271 +2,701	+6%	+$74.8K	2.22%	9
2015 Q4	$1.08M	Buy	41,570 +703	+2%	+$17.8K	2.56%	12
2015 Q3	$1.01M	Buy	40,867 +8,208	+25%	+$209K	1.92%	10
2015 Q2	$876K	Sell	32,659 -133	-0.4%	-$3.44K	1.02%	20
2015 Q1	$809K	Sell	32,792 -683	-2%	-$17.4K	0.93%	25
2014 Q4	$849K	Buy	33,475 +6,958	+26%	+$181K	0.82%	23
2014 Q3	$706K	Hold	26,517	–	–	1.22%	24
2014 Q2	$708K	Hold	26,517	–	–	0.76%	34
2014 Q1	$702K	Sell	26,517 -8,509	-24%	-$214K	0.71%	45
2013 Q4	$931K	Buy	35,026 +496	+1%	+$13.1K	0.56%	53
2013 Q3	$881K	Sell	34,530 -40	-0.1%	-$1.05K	0.56%	54
2013 Q2	$925K	Buy	+34,570	New	+$960K	0.6%	49

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AmeriServ Wealth Advisors's T Position: Q3 2021 in Review

AmeriServ Wealth Advisors sold out of AT&T (T) in Q3 2021, closing a stake of 9,333 shares — an estimated $203K sold.

AmeriServ Wealth Advisors first reported a position in T in Q2 2013 and held it in 26 quarters. The position peaked at $1.43M in Q2 2016. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

AmeriServ Wealth Advisors reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
AmeriServ Wealth Advisors sold 9,333 AT&T shares in Q3 2021, an estimated $203K.
AmeriServ Wealth Advisors first reported a position in AT&T in Q2 2013 and held it in 26 quarters.
AmeriServ Wealth Advisors's AT&T position peaked at $1.43M in Q2 2016.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.