Bell & Brown Wealth Advisors’s AT&T T Stock Holding History

Bell & Brown 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
2021 Q4	–	Sell	-13,028	Closed	-$266K	–	75
2021 Q3	$266K	Buy	+13,028	New	+$274K	0.14%	65
2020 Q3	$298K	Buy	14,778 +46	+0.3%	+$1.03K	0.22%	63
2020 Q2	$332K	Buy	14,732 +1	+0%	+$23	0.26%	62
2020 Q1	$325K	Sell	14,731 -1,959	-12%	-$53.5K	0.3%	62
2019 Q4	$478K	Sell	16,690 -1,576	-9%	-$45.5K	0.36%	65
2019 Q3	$516K	Sell	18,266 -352	-2%	-$9.33K	0.42%	61
2019 Q2	$471K	Buy	18,618 +714	+4%	+$17.1K	0.42%	61
2019 Q1	$424K	Sell	17,904 -13,991	-44%	-$322K	0.39%	65
2018 Q4	$688K	Sell	31,895 -25,539	-44%	-$595K	0.74%	53
2018 Q3	$1.33M	Buy	57,434 +3,423	+6%	+$83.8K	1.24%	34
2018 Q2	$1.31M	Buy	54,011 +3,221	+6%	+$80.8K	1.29%	35
2018 Q1	$1.25M	Sell	50,790 -118	-0.2%	-$3.28K	1.32%	34
2017 Q4	$1.5M	Buy	+50,908	New	+$1.39M	1.55%	24

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell & Brown Wealth Advisors's T Position: Q4 2021 in Review

Bell & Brown Wealth Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 13,028 shares — an estimated $266K sold.

Bell & Brown Wealth Advisors first reported a position in T in Q4 2017 and held it in 13 quarters. The position peaked at $1.5M in Q4 2017. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Bell & Brown Wealth Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 13,028 AT&T shares in Q4 2021, an estimated $266K.
Bell & Brown Wealth Advisors first reported a position in AT&T in Q4 2017 and held it in 13 quarters.
Bell & Brown Wealth Advisors's AT&T position peaked at $1.5M in Q4 2017.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.