AWM
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Arbor Wealth Management’s AT&T T Stock Holding History

Arbor 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
2021
Q4 		$248K Buy
+13,351
New +$250K 0.05% 55
2021
Q2 		– Sell
-10,792
Closed -$247K – 53
2021
Q1 		$247K Sell
10,792
-38
-0.4% -$840 0.07% 38
2020
Q4 		$235K Buy
10,830
+155
+1% +$3.34K 0.09% 40
2020
Q3 		$230K Sell
10,675
-923
-8% -$20.6K 0.09% 37
2020
Q2 		$265K Buy
+11,598
New +$264K 0.12% 37
2020
Q1 		– Sell
-12,176
Closed -$359K – 56
2019
Q4 		$359K Sell
12,176
-162,522
-93% -$4.69M 0.15% 51
2019
Q3 		$4.99M Buy
174,698
+69
+0% +$1.83K 2.57% 16
2019
Q2 		$4.42M Buy
174,629
+459
+0.3% +$11K 2.39% 17
2019
Q1 		$4.13M Sell
174,170
-2,654
-2% -$61.1K 2.49% 15
2018
Q4 		$3.81M Buy
176,824
+1,758
+1% +$40.9K 3.35% 11
2018
Q3 		$4.44M Buy
175,066
+15
+0% +$367 3.49% 8
2018
Q2 		$4.26M Buy
175,051
+97,818
+127% +$2.46M 3.33% 10
2018
Q1 		$1.88M Sell
77,233
-2,579
-3% -$71.8K 1.6% 29
2017
Q4 		$2.34M Buy
79,812
+2,584
+3% +$70.6K 1.78% 22
2017
Q3 		$1.97M Buy
77,228
+33,413
+76% +$949K 1.68% 27
2017
Q2 		$1.26M Sell
43,815
-904
-2% -$26.6K 1.19% 32
2017
Q1 		$1.3M Buy
44,719
+2
+0% +$63 1.14% 34
2016
Q4 		$1.38K Sell
44,717
-1,224
-3% -$36.1K 1.07% 34
2016
Q3 		$1.36M Sell
45,941
-721
-2% -$22.8K 1.16% 33
2016
Q2 		$1.53M Sell
46,662
-860
-2% -$25.6K 1.44% 28
2016
Q1 		$1.41M Buy
47,522
+529
+1% +$14.7K 1.46% 24
2015
Q4 		$1.29M Buy
+46,993
New +$1.19M 1.41% 23

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arbor Wealth Management's T Position: Q4 2021 in Review

Arbor Wealth Management opened a new position in AT&T (T) in Q4 2021: 13,351 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #55 among its holdings. This is a return to the name: Arbor Wealth Management previously reported a position in T as recently as Q1 2021.

Arbor Wealth Management first reported a position in T in Q4 2015 and has held it in 22 quarters since. The position peaked at $4.99M in Q3 2019. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Arbor Wealth Management held 13,351 shares of AT&T worth $248K as of Q4 2021.
  • AT&T was a new Arbor Wealth Management position in Q4 2021.
  • AT&T made up 0.05% of Arbor Wealth Management's portfolio in Q4 2021, its #55 holding.
  • Arbor Wealth Management first reported a position in AT&T in Q4 2015 and has held it in 22 quarters since.
  • Arbor Wealth Management's AT&T position peaked at $4.99M in Q3 2019.
  • 2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.