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

BigSur 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
2022 Q2	–	Sell	-12,287	Closed	-$219K	–	141
2022 Q1	$219K	Hold	12,287	–	–	0.09%	120
2021 Q4	$228K	Hold	12,287	–	–	0.09%	120
2021 Q3	$251K	Hold	12,287	–	–	0.11%	104
2021 Q2	$267K	Hold	12,287	–	–	0.12%	100
2021 Q1	$281K	Hold	12,287	–	–	0.14%	93
2020 Q4	$267K	Hold	12,287	–	–	0.15%	87
2020 Q3	$265K	Sell	12,287 -6,355	-34%	-$142K	0.17%	78
2020 Q2	$426K	Hold	18,642	–	–	0.3%	65
2020 Q1	$410K	Hold	18,642	–	–	0.31%	67
2019 Q4	$550K	Hold	18,642	–	–	0.31%	65
2019 Q3	$533K	Hold	18,642	–	–	0.36%	61
2019 Q2	$471K	Hold	18,642	–	–	0.33%	63
2019 Q1	$442K	Sell	18,642 -13,240	-42%	-$305K	0.29%	67
2018 Q4	$687K	Sell	31,882 -7,944	-20%	-$185K	0.49%	43
2018 Q3	$1.01M	Buy	39,826 +15,539	+64%	+$381K	0.63%	35
2018 Q2	$589K	Buy	24,287 +349	+1%	+$8.76K	0.43%	43
2018 Q1	$645K	Hold	23,938	–	–	0.46%	42
2017 Q4	$703K	Hold	23,938	–	–	0.7%	32
2017 Q3	$708K	Hold	23,938	–	–	0.71%	35
2017 Q2	$696K	Hold	23,938	–	–	0.71%	35
2017 Q1	$691K	Sell	23,938 -1,986	-8%	-$62.5K	0.75%	33
2016 Q4	$833K	Buy	+25,924	New	+$765K	1.11%	23

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 $3.37T AUM 44.26% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BigSur Wealth Management's T Position: Q2 2022 in Review

BigSur Wealth Management sold out of AT&T (T) in Q2 2022, closing a stake of 12,287 shares — an estimated $219K sold.

BigSur Wealth Management first reported a position in T in Q4 2016 and held it in 22 quarters. The position peaked at $1.01M in Q3 2018. 2,399 funds tracked by Wall St. Rank hold T as of Q2 2022.

BigSur Wealth Management reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
BigSur Wealth Management sold 12,287 AT&T shares in Q2 2022, an estimated $219K.
BigSur Wealth Management first reported a position in AT&T in Q4 2016 and held it in 22 quarters.
BigSur Wealth Management's AT&T position peaked at $1.01M in Q3 2018.
2,399 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on BigSur Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.