AWM
T icon

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

Argent 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
2020
Q2 		$287K Sell
12,692
-833
-6% -$19K 0.05% 143
2020
Q1 		$301K Sell
13,525
-487
-3% -$13.3K 0.06% 130
2019
Q4 		$414K Buy
+14,012
New +$405K 0.07% 129

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Argent Wealth Management's T Position: Q2 2020 in Review

Argent Wealth Management reduced its AT&T (T) stake by 6.2% in Q2 2020, selling an estimated $19K and leaving 12,692 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #143.

Argent Wealth Management first reported a position in T in Q4 2019 and has held it in 3 quarters since. The position peaked at $414K in Q4 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • Argent Wealth Management held 12,692 shares of AT&T worth $287K as of Q2 2020.
  • Argent Wealth Management sold 833 AT&T shares in Q2 2020, an estimated $19K.
  • AT&T made up 0.05% of Argent Wealth Management's portfolio in Q2 2020, its #143 holding.
  • Argent Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's AT&T position peaked at $414K in Q4 2019.
  • 2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.