Beacon Capital Management Inc (Ohio)’s AT&T T Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q3	–	Sell	-1,239	Closed	-$26K	–	111
2022 Q2	$26K	Buy	+1,239	New	+$24.7K	﹤0.01%	51
2018 Q2	–	Sell	-124	Closed	-$3.11K	–	94
2018 Q1	$3K	Buy	+124	New	+$3.45K	﹤0.01%	67
2017 Q2	–	Sell	-1	Closed	–	–	196
2017 Q1	$0	Buy	+1	New	+$31	﹤0.01%	198
2016 Q4	–	Sell	-662	Closed	-$20K	–	107
2016 Q3	$20K	Sell	662 -1,329	-67%	-$42K	﹤0.01%	63
2016 Q2	$65K	Sell	1,991 -154	-7%	-$4.58K	﹤0.01%	50
2016 Q1	$63K	Sell	2,145 -1,622	-43%	-$44.9K	﹤0.01%	59
2015 Q4	$98K	Sell	3,767 -209	-5%	-$5.3K	0.01%	54
2015 Q3	$98K	Buy	3,976 +11	+0.3%	+$280	0.01%	54
2015 Q2	$106K	Hold	3,965	–	–	0.01%	55
2015 Q1	$98K	Buy	3,965 +92	+2%	+$2.34K	0.01%	63
2014 Q4	$98K	Buy	+3,873	New	+$100K	0.01%	63
2014 Q3	–	Sell	-299	Closed	-$8K	–	223
2014 Q2	$8K	Sell	299 -25	-8%	-$670	﹤0.01%	158
2014 Q1	$9K	Buy	324 +25	+8%	+$628	﹤0.01%	151
2013 Q4	$8K	Buy	+299	New	+$7.87K	﹤0.01%	154

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s T Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of AT&T (T) in Q3 2022, closing a stake of 1,239 shares — an estimated $26K sold.

Beacon Capital Management Inc (Ohio) first reported a position in T in Q4 2013 and held it in 14 quarters. The position peaked at $106K in Q2 2015. 2,319 funds tracked by Wall St. Rank hold T as of Q3 2022.

Beacon Capital Management Inc (Ohio) reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 1,239 AT&T shares in Q3 2022, an estimated $26K.
Beacon Capital Management Inc (Ohio) first reported a position in AT&T in Q4 2013 and held it in 14 quarters.
Beacon Capital Management Inc (Ohio)'s AT&T position peaked at $106K in Q2 2015.
2,319 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.