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BHK Investment Advisors’s AT&T T Stock Holding History

BHK Investment 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
2023
Q4 		– Sell
-23,263
Closed -$349K – 56
2023
Q3 		$349K Sell
23,263
-5,974
-20% -$87.6K 0.16% 47
2023
Q2 		$466K Sell
29,237
-3,679
-11% -$62.7K 0.2% 44
2023
Q1 		$634K Buy
32,916
+6,330
+24% +$121K 0.28% 31
2022
Q4 		$489K Sell
26,586
-7,293
-22% -$131K 0.28% 30
2022
Q3 		$520K Buy
33,879
+19
+0.1% +$346 0.26% 30
2022
Q2 		$710K Sell
33,860
-12,145
-26% -$242K 0.32% 28
2022
Q1 		$821K Buy
46,005
+451
+1% +$8.34K 0.34% 27
2021
Q4 		$846K Buy
45,554
+153
+0.3% +$2.86K 0.33% 28
2021
Q3 		$926K Sell
45,401
-163
-0.4% -$3.42K 0.38% 27
2021
Q2 		$990K Sell
45,564
-2,461
-5% -$56K 0.4% 27
2021
Q1 		$1.04M Hold
48,025
– – 0.48% 26
2020
Q4 		$1.04M Sell
48,025
-1,930
-4% -$41.6K 0.49% 26
2020
Q3 		$1.08M Sell
49,955
-1,060
-2% -$23.7K 0.61% 21
2020
Q2 		$1.17M Buy
51,015
+1,296
+3% +$29.5K 0.69% 22
2020
Q1 		$1.09M Sell
49,719
-2,903
-6% -$79.3K 0.78% 20
2019
Q4 		$1.55M Buy
52,622
+14,779
+39% +$427K 0.88% 18
2019
Q3 		$1.08M Sell
37,843
-1,962
-5% -$52K 0.62% 31
2019
Q2 		$1.01M Buy
39,805
+7,317
+23% +$175K 0.57% 33
2019
Q1 		$770K Buy
32,488
+5,694
+21% +$131K 0.47% 35
2018
Q4 		$578K Buy
26,794
+1,612
+6% +$37.5K 0.43% 31
2018
Q3 		$639K Buy
25,182
+681
+3% +$16.7K 0.43% 31
2018
Q2 		$594K Buy
24,501
+3,635
+17% +$91.2K 0.41% 29
2018
Q1 		$562K Buy
20,866
+2,740
+15% +$76.3K 0.41% 28
2017
Q4 		$532K Buy
+18,126
New +$495K 0.45% 29

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BHK Investment Advisors's T Position: Q4 2023 in Review

BHK Investment Advisors sold out of AT&T (T) in Q4 2023, closing a stake of 23,263 shares — an estimated $349K sold.

BHK Investment Advisors first reported a position in T in Q4 2017 and held it in 24 quarters. The position peaked at $1.55M in Q4 2019. 2,444 funds tracked by Wall St. Rank hold T as of Q4 2023.

  • BHK Investment Advisors reported no remaining AT&T position as of Q4 2023 after selling out during the quarter.
  • BHK Investment Advisors sold 23,263 AT&T shares in Q4 2023, an estimated $349K.
  • BHK Investment Advisors first reported a position in AT&T in Q4 2017 and held it in 24 quarters.
  • BHK Investment Advisors's AT&T position peaked at $1.55M in Q4 2019.
  • 2,444 funds tracked by Wall St. Rank held AT&T as of Q4 2023.

Based on BHK Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.