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

Avitas 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
2023 Q3	–	Sell	-82,595	Closed	-$1.32M	–	213
2023 Q2	$1.32M	Buy	82,595 +19,729	+31%	+$336K	0.24%	113
2023 Q1	$1.21M	Buy	+62,866	New	+$1.2M	0.24%	112
2022 Q3	–	Sell	-190,156	Closed	-$3.99M	–	214
2022 Q2	$3.99M	Sell	190,156 -14,100	-7%	-$281K	0.87%	32
2022 Q1	$3.65M	Buy	+204,256	New	+$3.78M	0.66%	46
2020 Q4	–	Sell	-114,229	Closed	-$2.46M	–	223
2020 Q3	$2.46M	Sell	114,229 -90,839	-44%	-$2.03M	0.69%	47
2020 Q2	$4.68M	Buy	205,068 +56,176	+38%	+$1.28M	1.55%	9
2020 Q1	$3.28M	Sell	148,892 -662	-0.4%	-$18.1K	1.49%	21
2019 Q4	$4.41M	Buy	149,554 +615	+0.4%	+$17.8K	1.13%	20
2019 Q3	$4.26M	Buy	148,939 +60,308	+68%	+$1.6M	1.18%	17
2019 Q2	$2.24M	Buy	+88,631	New	+$2.13M	0.62%	77
2018 Q4	–	Sell	-104,256	Closed	-$2.64M	–	182
2018 Q3	$2.64M	Buy	104,256 +3,967	+4%	+$97.2K	0.75%	60
2018 Q2	$2.43M	Buy	+100,289	New	+$2.52M	0.76%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avitas Wealth Management's T Position: Q3 2023 in Review

Avitas Wealth Management sold out of AT&T (T) in Q3 2023, closing a stake of 82,595 shares — an estimated $1.32M sold.

Avitas Wealth Management first reported a position in T in Q2 2018 and held it in 12 quarters. The position peaked at $4.68M in Q2 2020. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Avitas Wealth Management reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Avitas Wealth Management sold 82,595 AT&T shares in Q3 2023, an estimated $1.32M.
Avitas Wealth Management first reported a position in AT&T in Q2 2018 and held it in 12 quarters.
Avitas Wealth Management's AT&T position peaked at $4.68M in Q2 2020.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Avitas Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.