ARS Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $915K | Buy |
42,087
+7,413
| +21% | +$169K | 0.16% | 56 |
|
|
2021
Q1 | $793K | Sell |
34,674
-918
| -3% | -$20.3K | 0.17% | 51 |
|
|
2020
Q4 | $773K | Sell |
35,592
-3,181
| -8% | -$68.6K | 0.17% | 49 |
|
|
2020
Q3 | $835K | Sell |
38,773
-2,250
| -5% | -$50.3K | 0.23% | 43 |
|
|
2020
Q2 | $937K | Sell |
41,023
-4,239
| -9% | -$96.5K | 0.29% | 37 |
|
|
2020
Q1 | $997K | Sell |
45,262
-10,752
| -19% | -$294K | 0.42% | 32 |
|
|
2019
Q4 | $1.65M | Buy |
56,014
+5,555
| +11% | +$160K | 0.48% | 34 |
|
|
2019
Q3 | $1.44M | Buy |
50,459
+685
| +1% | +$18.1K | 0.46% | 36 |
|
|
2019
Q2 | $1.26M | Buy |
49,774
+6,230
| +14% | +$149K | 0.4% | 37 |
|
|
2019
Q1 | $1.03M | Buy |
43,544
+2,505
| +6% | +$57.6K | 0.33% | 43 |
|
|
2018
Q4 | $885K | Buy |
41,039
+2,655
| +7% | +$61.8K | 0.32% | 46 |
|
|
2018
Q3 | $974K | Buy |
38,384
+2,416
| +7% | +$59.2K | 0.33% | 47 |
|
|
2018
Q2 | $872K | Sell |
35,968
-3,159
| -8% | -$79.3K | 0.31% | 49 |
|
|
2018
Q1 | $1.05M | Buy |
39,127
+4,722
| +14% | +$131K | 0.39% | 42 |
|
|
2017
Q4 | $1.01M | Sell |
34,405
-7,800
| -18% | -$213K | 0.37% | 46 |
|
|
2017
Q3 | $1.25M | Buy |
42,205
+9,522
| +29% | +$270K | 0.49% | 41 |
|
|
2017
Q2 | $931K | Sell |
32,683
-1,700
| -5% | -$50.1K | 0.38% | 48 |
|
|
2017
Q1 | $1.08M | Buy |
34,383
+5,022
| +17% | +$158K | 0.46% | 35 |
|
|
2016
Q4 | $943K | Buy |
29,361
+3,914
| +15% | +$115K | 0.42% | 35 |
|
|
2016
Q3 | $781K | Buy |
25,447
+1,644
| +7% | +$52K | 0.33% | 35 |
|
|
2016
Q2 | $777K | Buy |
23,803
+4,034
| +20% | +$120K | 0.33% | 35 |
|
|
2016
Q1 | $585K | Buy |
19,769
+3,644
| +23% | +$101K | 0.27% | 38 |
|
|
2015
Q4 | $419K | Sell |
16,125
-1,373
| -8% | -$34.8K | 0.22% | 49 |
|
|
2015
Q3 | $431K | Sell |
17,498
-8
| -0% | -$204 | 0.22% | 41 |
|
|
2015
Q2 | $470K | Sell |
17,506
-481
| -3% | -$12.4K | 0.21% | 40 |
|
|
2015
Q1 | $444K | Sell |
17,987
-700
| -4% | -$17.8K | 0.19% | 42 |
|
|
2014
Q4 | $474K | Buy |
18,687
+2,105
| +13% | +$54.6K | 0.21% | 38 |
|
|
2014
Q3 | $441K | Sell |
16,582
-131
| -0.8% | -$3.48K | 0.21% | 40 |
|
|
2014
Q2 | $446K | Sell |
16,713
-590
| -3% | -$15.8K | 0.22% | 40 |
|
|
2014
Q1 | $458K | Sell |
17,303
-4,364
| -20% | -$110K | 0.27% | 32 |
|
|
2013
Q4 | $575K | Buy |
+21,667
| New | +$570K | 0.35% | 30 |
|
Other funds holding T
ARS Wealth Advisors's T Position: Q2 2021 in Review
ARS Wealth Advisors increased its AT&T (T) stake by 21% in Q2 2021, buying an estimated $169K and bringing the position to 42,087 shares worth $915K. The position accounts for 0.16% of the portfolio, ranked #56.
ARS Wealth Advisors first reported a position in T in Q4 2013 and has held it in 31 quarters since. The position peaked at $1.65M in Q4 2019. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.
- ARS Wealth Advisors held 42,087 shares of AT&T worth $915K as of Q2 2021.
- ARS Wealth Advisors bought 7,413 AT&T shares in Q2 2021, an estimated $169K.
- AT&T made up 0.16% of ARS Wealth Advisors's portfolio in Q2 2021, its #56 holding.
- ARS Wealth Advisors first reported a position in AT&T in Q4 2013 and has held it in 31 quarters since.
- ARS Wealth Advisors's AT&T position peaked at $1.65M in Q4 2019.
- 2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.
Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.