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Axiom Financial Strategies’s AT&T T Stock Holding History

Axiom Financial Strategies’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
2022
Q4 		– Sell
-20,362
Closed -$312K – 65
2022
Q3 		$312K Buy
20,362
+146
+0.7% +$2.66K 0.17% 49
2022
Q2 		$424K Sell
20,216
-3,468
-15% -$69.2K 0.22% 46
2022
Q1 		$342K Buy
23,684
+2,570
+12% +$47.5K 0.17% 47
2021
Q4 		$392K Sell
21,114
-2,878
-12% -$53.8K 0.18% 49
2021
Q3 		$489K Buy
23,992
+1,297
+6% +$27.2K 0.23% 44
2021
Q2 		$493K Buy
22,695
+301
+1% +$6.85K 0.23% 43
2021
Q1 		$512K Sell
22,394
-344
-2% -$7.61K 0.25% 41
2020
Q4 		$490K Hold
22,738
– – 0.29% 39
2020
Q3 		$490K Sell
22,738
-331
-1% -$7.4K 0.29% 39
2020
Q2 		$527K Buy
23,069
+480
+2% +$10.9K 0.34% 36
2020
Q1 		$497K Buy
+22,589
New +$617K 0.4% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Axiom Financial Strategies's T Position: Q4 2022 in Review

Axiom Financial Strategies sold out of AT&T (T) in Q4 2022, closing a stake of 20,362 shares — an estimated $312K sold.

Axiom Financial Strategies first reported a position in T in Q1 2020 and held it in 11 quarters. The position peaked at $527K in Q2 2020. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Axiom Financial Strategies reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 20,362 AT&T shares in Q4 2022, an estimated $312K.
  • Axiom Financial Strategies first reported a position in AT&T in Q1 2020 and held it in 11 quarters.
  • Axiom Financial Strategies's AT&T position peaked at $527K in Q2 2020.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.