Atlas Private Wealth Management’s AT&T T Stock Holding History

Atlas Private 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 Q2	–	Sell	-9,203	Closed	-$210K	–	337
2021 Q1	$210K	Sell	9,203 -3,503	-28%	-$77.5K	0.13%	113
2020 Q4	$276K	Sell	12,706 -2,814	-18%	-$60.7K	0.2%	102
2020 Q3	$334K	Sell	15,520 -21,222	-58%	-$474K	0.26%	87
2020 Q2	$839K	Sell	36,742 -555	-1%	-$12.6K	0.68%	43
2020 Q1	$821K	Buy	37,297 +42	+0.1%	+$1.15K	0.76%	35
2019 Q4	$1.1M	Buy	+37,255	New	+$1.08M	0.84%	34

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

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

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

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

Atlas Private Wealth Management's T Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of AT&T (T) in Q2 2021, closing a stake of 9,203 shares — an estimated $210K sold.

Atlas Private Wealth Management first reported a position in T in Q4 2019 and held it in 6 quarters. The position peaked at $1.1M in Q4 2019. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

Atlas Private Wealth Management reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 9,203 AT&T shares in Q2 2021, an estimated $210K.
Atlas Private Wealth Management first reported a position in AT&T in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's AT&T position peaked at $1.1M in Q4 2019.
2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.