Berman Capital Advisors’s AT&T T Stock Holding History

Berman Capital 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 Q3	$646K	Sell	31,722 -10,621	-25%	-$223K	0.1%	106
2021 Q2	$919K	Buy	42,343 +10,501	+33%	+$239K	0.15%	70
2021 Q1	$727K	Buy	31,842 +8,042	+34%	+$178K	0.15%	69
2020 Q4	$515K	Sell	23,800 -7,092	-23%	-$153K	0.12%	85
2020 Q3	$664K	Buy	30,892 +14,036	+83%	+$314K	0.19%	59
2020 Q2	$384K	Sell	16,856 -2,052	-11%	-$46.7K	0.1%	82
2020 Q1	$415K	Sell	18,908 -8,170	-30%	-$223K	0.13%	70
2019 Q4	$797K	Buy	27,078 +2,164	+9%	+$62.5K	0.23%	48
2019 Q3	$710K	Sell	24,914 -2,150	-8%	-$57K	0.22%	51
2019 Q2	$678K	Buy	27,064 +2,044	+8%	+$49K	0.22%	53
2019 Q1	$591K	Buy	25,020 +17,208	+220%	+$396K	0.2%	55
2018 Q4	$168K	Sell	7,812 -4,749	-38%	-$111K	0.07%	116
2018 Q3	$318K	Buy	12,561 +1,496	+14%	+$36.6K	0.13%	74
2018 Q2	$269K	Buy	11,065 +427	+4%	+$10.7K	0.09%	92
2018 Q1	$287K	Buy	+10,638	New	+$296K	0.11%	82

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

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

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

Berman Capital Advisors's T Position: Q3 2021 in Review

Berman Capital Advisors reduced its AT&T (T) stake by 25% in Q3 2021, selling an estimated $223K and leaving 31,722 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #106.

Berman Capital Advisors first reported a position in T in Q1 2018 and has held it in 15 quarters since. The position peaked at $919K in Q2 2021. 2,487 funds tracked by Wall St. Rank hold T as of Q3 2021.

Berman Capital Advisors held 31,722 shares of AT&T worth $646K as of Q3 2021.
Berman Capital Advisors sold 10,621 AT&T shares in Q3 2021, an estimated $223K.
AT&T made up 0.1% of Berman Capital Advisors's portfolio in Q3 2021, its #106 holding.
Berman Capital Advisors first reported a position in AT&T in Q1 2018 and has held it in 15 quarters since.
Berman Capital Advisors's AT&T position peaked at $919K in Q2 2021.
2,487 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.