Benchmark Wealth Management’s AT&T T Stock Holding History

Benchmark Wealth Management’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	-10,517	Closed	-$226K	–	49
2020 Q3	$226K	Hold	10,517	–	–	0.18%	42
2020 Q2	$240K	Hold	10,517	–	–	0.2%	37
2020 Q1	$232K	Buy	10,517 +134	+1%	+$3.66K	0.23%	33
2019 Q4	$306K	Buy	+10,383	New	+$300K	0.26%	36

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 Wealth Management's T Position: Q4 2020 in Review

Benchmark Wealth Management sold out of AT&T (T) in Q4 2020, closing a stake of 10,517 shares — an estimated $226K sold.

Benchmark Wealth Management first reported a position in T in Q4 2019 and held it in 4 quarters. The position peaked at $306K in Q4 2019. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

Benchmark Wealth Management reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
Benchmark Wealth Management sold 10,517 AT&T shares in Q4 2020, an estimated $226K.
Benchmark Wealth Management first reported a position in AT&T in Q4 2019 and held it in 4 quarters.
Benchmark Wealth Management's AT&T position peaked at $306K in Q4 2019.
2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Benchmark Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.