BFG
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Barber Financial Group’s AT&T T Stock Holding History

Barber Financial Group’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
Q1 		$733K Sell
38,068
-420
-1% -$8.03K 0.13% 60
2022
Q4 		$709K Buy
38,488
+1,193
+3% +$21.4K 0.2% 53
2022
Q3 		$572K Sell
37,295
-2,440
-6% -$44.4K 0.17% 61
2022
Q2 		$833K Sell
39,735
-12,481
-24% -$249K 0.14% 49
2022
Q1 		$932K Buy
52,216
+561
+1% +$10.4K 0.12% 55
2021
Q4 		$960K Buy
51,655
+918
+2% +$17.2K 0.12% 62
2021
Q3 		$1.03M Buy
50,737
+1,527
+3% +$32.1K 0.13% 59
2021
Q2 		$1.07M Sell
49,210
-3,154
-6% -$71.7K 0.15% 57
2021
Q1 		$1.2M Buy
52,364
+2,525
+5% +$55.8K 0.17% 55
2020
Q4 		$1.08M Sell
49,839
-1,827
-4% -$39.4K 0.2% 54
2020
Q3 		$1.11M Sell
51,666
-815
-2% -$18.2K 0.24% 49
2020
Q2 		$1.2M Buy
52,481
+1,108
+2% +$25.2K 0.29% 47
2020
Q1 		$1.13M Sell
51,373
-225
-0.4% -$6.15K 0.36% 43
2019
Q4 		$1.52M Buy
51,598
+11
+0% +$318 0.31% 59
2019
Q3 		$1.47M Buy
51,587
+751
+1% +$19.9K 0.31% 58
2019
Q2 		$1.29M Buy
50,836
+901
+2% +$21.6K 0.3% 54
2019
Q1 		$1.18M Sell
49,935
-5,729
-10% -$132K 0.23% 52
2018
Q4 		$1.2M Sell
55,664
-309
-0.6% -$7.19K 0.26% 58
2018
Q3 		$1.42M Sell
55,973
-2,798
-5% -$68.5K 0.34% 51
2018
Q2 		$1.43M Buy
58,771
+383
+0.7% +$9.61K 0.41% 45
2018
Q1 		$1.57M Buy
58,388
+3,972
+7% +$111K 0.42% 53
2017
Q4 		$1.6M Sell
54,416
-5,822
-10% -$159K 0.41% 53
2017
Q3 		$1.78M Buy
60,238
+14,291
+31% +$406K 0.51% 45
2017
Q2 		$1.31M Sell
45,947
-6,832
-13% -$201K 0.43% 37
2017
Q1 		$1.66M Buy
52,779
+1,862
+4% +$58.6K 0.57% 33
2016
Q4 		$1.64M Buy
+50,917
New +$1.5M 0.59% 30

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Barber Financial Group's T Position: Q1 2023 in Review

Barber Financial Group reduced its AT&T (T) stake by 1.1% in Q1 2023, selling an estimated $8.03K and leaving 38,068 shares worth $733K. The position accounts for 0.13% of the portfolio, ranked #60.

Barber Financial Group first reported a position in T in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.78M in Q3 2017. 2,395 funds tracked by Wall St. Rank hold T as of Q1 2023.

  • Barber Financial Group held 38,068 shares of AT&T worth $733K as of Q1 2023.
  • Barber Financial Group sold 420 AT&T shares in Q1 2023, an estimated $8.03K.
  • AT&T made up 0.13% of Barber Financial Group's portfolio in Q1 2023, its #60 holding.
  • Barber Financial Group first reported a position in AT&T in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's AT&T position peaked at $1.78M in Q3 2017.
  • 2,395 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.