BCR Wealth Strategies’s AT&T T Stock Holding History

BCR Wealth 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	-182	Closed	-$3K	–	90
2022 Q3	$3K	Hold	182	–	–	﹤0.01%	74
2022 Q2	$4K	Sell	182 -59	-24%	-$1.18K	﹤0.01%	76
2022 Q1	$4K	Hold	241	–	–	﹤0.01%	84
2021 Q4	$4K	Buy	+241	New	+$4.5K	﹤0.01%	89

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BCR Wealth Strategies's T Position: Q4 2022 in Review

BCR Wealth Strategies sold out of AT&T (T) in Q4 2022, closing a stake of 182 shares — an estimated $3K sold.

BCR Wealth Strategies first reported a position in T in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

BCR Wealth Strategies reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 182 AT&T shares in Q4 2022, an estimated $3K.
BCR Wealth Strategies first reported a position in AT&T in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's AT&T position peaked at $4K in Q2 2022.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.