Bernardo Wealth Planning’s AT&T T Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-32,739	Closed	-$711K	–	144
2020 Q4	$711K	Sell	32,739 -10,053	-23%	-$217K	0.27%	76
2020 Q3	$921K	Buy	42,792 +9,268	+28%	+$207K	0.41%	49
2020 Q2	$765K	Buy	33,524 +4,232	+14%	+$96.4K	0.41%	48
2020 Q1	$644K	Sell	29,292 -601	-2%	-$16.4K	0.45%	59
2019 Q4	$882K	Sell	29,893 -221	-0.7%	-$6.38K	0.54%	44
2019 Q3	$860K	Buy	30,114 +1,249	+4%	+$33.1K	0.62%	39
2019 Q2	$731K	Buy	28,865 +584	+2%	+$14K	0.57%	43
2019 Q1	$670K	Buy	28,281 +1,671	+6%	+$38.4K	0.53%	45
2018 Q4	$574K	Buy	+26,610	New	+$619K	0.51%	47

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bernardo Wealth Planning's T Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of AT&T (T) in Q1 2021, closing a stake of 32,739 shares — an estimated $711K sold.

Bernardo Wealth Planning first reported a position in T in Q4 2018 and held it in 9 quarters. The position peaked at $921K in Q3 2020. 2,606 funds tracked by Wall St. Rank hold T as of Q1 2021.

Bernardo Wealth Planning reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 32,739 AT&T shares in Q1 2021, an estimated $711K.
Bernardo Wealth Planning first reported a position in AT&T in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's AT&T position peaked at $921K in Q3 2020.
2,606 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.