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Beacon Pointe Wealth Advisors’s AT&T T Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.22M Sell
41,221
-263
-0.6% -$7.59K 0.22% 90
2019
Q3 		$1.19M Sell
41,484
-2,879
-6% -$76.3K 0.25% 87
2019
Q2 		$1.13M Buy
44,363
+1,840
+4% +$44.1K 0.24% 90
2019
Q1 		$1M Buy
42,523
+759
+2% +$17.5K 0.23% 92
2018
Q4 		$901K Buy
+41,764
New +$972K 0.33% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Beacon Pointe Wealth Advisors's T Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its AT&T (T) stake by 0.63% in Q4 2019, selling an estimated $7.59K and leaving 41,221 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #90.

Beacon Pointe Wealth Advisors first reported a position in T in Q4 2018 and has held it in 5 quarters since. 2,586 funds tracked by Wall St. Rank hold T as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 41,221 shares of AT&T worth $1.22M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 263 AT&T shares in Q4 2019, an estimated $7.59K.
  • AT&T made up 0.22% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #90 holding.
  • Beacon Pointe Wealth Advisors first reported a position in AT&T in Q4 2018 and has held it in 5 quarters since.
  • 2,586 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.