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Bel Air Investment Advisors’s AT&T T Stock Holding History

Bel Air Investment 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
2021
Q2 		$505K Sell
23,239
-17,507
-43% -$398K 0.02% 264
2021
Q1 		$932K Buy
+40,746
New +$901K 0.03% 197
2013
Q3 		$2.38M Buy
93,310
+11,116
+14% +$292K 0.33% 36
2013
Q2 		$2.2M Buy
+82,194
New +$2.28M 0.32% 36

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bel Air Investment Advisors's T Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its AT&T (T) stake by 43% in Q2 2021, selling an estimated $398K and leaving 23,239 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #264.

Bel Air Investment Advisors first reported a position in T in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.38M in Q3 2013. 2,561 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • Bel Air Investment Advisors held 23,239 shares of AT&T worth $505K as of Q2 2021.
  • Bel Air Investment Advisors sold 17,507 AT&T shares in Q2 2021, an estimated $398K.
  • AT&T made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #264 holding.
  • Bel Air Investment Advisors first reported a position in AT&T in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's AT&T position peaked at $2.38M in Q3 2013.
  • 2,561 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.