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Ballew Advisors’s AT&T T Stock Holding History

Ballew Advisors’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
Q3 		– Sell
-11,474
Closed -$263K – 104
2020
Q2 		$263K Buy
+11,474
New +$261K 0.26% 71
2020
Q1 		– Sell
-10,975
Closed -$322K – 87
2019
Q4 		$322K Buy
10,975
+906
+9% +$26.2K 0.28% 67
2019
Q3 		$285K Sell
10,069
-19
-0.2% -$503 0.26% 73
2019
Q2 		$257K Buy
10,088
+1,070
+12% +$25.7K 0.23% 78
2019
Q1 		$208K Sell
9,018
-8,824
-49% -$203K 0.19% 88
2018
Q4 		$398K Sell
17,842
-27,374
-61% -$637K 0.37% 52
2018
Q3 		$993K Sell
45,216
-1,161
-3% -$28.4K 0.91% 26
2018
Q2 		$1.13M Buy
46,377
+5,262
+13% +$132K 1.27% 16
2018
Q1 		$1.11M Sell
41,115
-14
-0% -$390 0.97% 27
2017
Q4 		$1.21M Buy
+41,129
New +$1.12M 1.2% 23

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

Ballew Advisors's T Position: Q3 2020 in Review

Ballew Advisors sold out of AT&T (T) in Q3 2020, closing a stake of 11,474 shares — an estimated $263K sold.

Ballew Advisors first reported a position in T in Q4 2017 and held it in 10 quarters. The position peaked at $1.21M in Q4 2017. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

  • Ballew Advisors reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
  • Ballew Advisors sold 11,474 AT&T shares in Q3 2020, an estimated $263K.
  • Ballew Advisors first reported a position in AT&T in Q4 2017 and held it in 10 quarters.
  • Ballew Advisors's AT&T position peaked at $1.21M in Q4 2017.
  • 2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Ballew Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.