Benchmark Financial Wealth Advisors’s AT&T T Stock Holding History

Benchmark Financial 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
2020 Q4	–	Sell	-13,093	Closed	-$282K	–	68
2020 Q3	$282K	Buy	13,093 +4,307	+49%	+$96.3K	0.18%	45
2020 Q2	$201K	Buy	+8,786	New	+$200K	0.15%	52
2019 Q3	–	Sell	-20,404	Closed	-$516K	–	41
2019 Q2	$516K	Buy	20,404 +336	+2%	+$8.06K	0.5%	21
2019 Q1	$475K	Sell	20,068 -300	-1%	-$6.9K	0.5%	21
2018 Q4	$439K	Sell	20,368 -77	-0.4%	-$1.79K	0.54%	20
2018 Q3	$519K	Buy	+20,445	New	+$501K	0.65%	11

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Benchmark Financial Wealth Advisors's T Position: Q4 2020 in Review

Benchmark Financial Wealth Advisors sold out of AT&T (T) in Q4 2020, closing a stake of 13,093 shares — an estimated $282K sold.

Benchmark Financial Wealth Advisors first reported a position in T in Q3 2018 and held it in 6 quarters. The position peaked at $519K in Q3 2018. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

Benchmark Financial Wealth Advisors reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 13,093 AT&T shares in Q4 2020, an estimated $282K.
Benchmark Financial Wealth Advisors first reported a position in AT&T in Q3 2018 and held it in 6 quarters.
Benchmark Financial Wealth Advisors's AT&T position peaked at $519K in Q3 2018.
2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.