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BDO Wealth Advisors’s AT&T T Stock Holding History

BDO Wealth 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
2023
Q2 		$211K Buy
13,201
+147
+1% +$2.5K 0.02% 257
2023
Q1 		$251K Sell
13,054
-333
-2% -$6.36K 0.03% 229
2022
Q4 		$246K Buy
13,387
+597
+5% +$10.7K 0.03% 236
2022
Q3 		$196K Buy
12,790
+571
+5% +$10.4K 0.03% 251
2022
Q2 		$256K Sell
12,219
-3,750
-23% -$74.8K 0.03% 230
2022
Q1 		$285K Sell
15,969
-1,324
-8% -$24.5K 0.03% 225
2021
Q4 		$321K Sell
17,293
-6,883
-28% -$129K 0.03% 227
2021
Q3 		$493K Sell
24,176
-1,278
-5% -$26.8K 0.05% 183
2021
Q2 		$553K Sell
25,454
-3,561
-12% -$81K 0.06% 175
2021
Q1 		$663K Sell
29,015
-218,507
-88% -$4.83M 0.08% 162
2020
Q4 		$5.38M Sell
247,522
-20,240
-8% -$436K 0.76% 29
2020
Q3 		$5.77M Buy
267,762
+501
+0.2% +$11.2K 0.94% 23
2020
Q2 		$6.1M Buy
267,261
+41,571
+18% +$947K 1.07% 23
2020
Q1 		$4.97M Buy
225,690
+216,189
+2,275% +$5.91M 1% 22
2019
Q4 		$280K Sell
9,501
-110
-1% -$3.18K 0.07% 161
2019
Q3 		$275K Buy
9,611
+557
+6% +$14.8K 0.07% 164
2019
Q2 		$229K Sell
9,054
-1,198
-12% -$28.7K 0.06% 181
2019
Q1 		$243K Sell
10,252
-6,442
-39% -$148K 0.07% 157
2018
Q4 		$360K Sell
16,694
-2,341
-12% -$54.5K 0.12% 113
2018
Q3 		$483K Buy
19,035
+2,384
+14% +$58.4K 0.16% 98
2018
Q2 		$404K Buy
16,651
+1,414
+9% +$35.5K 0.14% 103
2018
Q1 		$410K Buy
15,237
+9,916
+186% +$276K 0.15% 95
2017
Q4 		$156K Buy
5,321
+2,674
+101% +$73K 0.07% 125
2017
Q3 		$78K Sell
2,647
-12,183
-82% -$346K 0.04% 154
2017
Q2 		$423K Buy
+14,830
New +$437K 0.18% 90

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BDO Wealth Advisors's T Position: Q2 2023 in Review

BDO Wealth Advisors increased its AT&T (T) stake by 1.1% in Q2 2023, buying an estimated $2.5K and bringing the position to 13,201 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #257.

BDO Wealth Advisors first reported a position in T in Q2 2017 and has held it in 25 quarters since. The position peaked at $6.1M in Q2 2020. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

  • BDO Wealth Advisors held 13,201 shares of AT&T worth $211K as of Q2 2023.
  • BDO Wealth Advisors bought 147 AT&T shares in Q2 2023, an estimated $2.5K.
  • AT&T made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #257 holding.
  • BDO Wealth Advisors first reported a position in AT&T in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's AT&T position peaked at $6.1M in Q2 2020.
  • 2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.