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

Birchcreek 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	-15,012	Closed	-$268K	–	121
2022 Q1	$268K	Buy	15,012 +2,483	+20%	+$45.9K	0.24%	91
2021 Q4	$233K	Sell	12,529 -2,504	-17%	-$46.8K	0.2%	106
2021 Q3	$307K	Buy	15,033 +258	+2%	+$5.42K	0.29%	79
2021 Q2	$321K	Buy	14,775 +706	+5%	+$16.1K	0.31%	75
2021 Q1	$322K	Sell	14,069 -817	-5%	-$18.1K	0.34%	70
2020 Q4	$323K	Buy	+14,886	New	+$321K	0.32%	71

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Birchcreek Wealth Management sold out of AT&T (T) in Q2 2022, closing a stake of 15,012 shares — an estimated $268K sold.

Birchcreek Wealth Management first reported a position in T in Q4 2020 and held it in 6 quarters. The position peaked at $323K in Q4 2020. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Birchcreek Wealth Management reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
Birchcreek Wealth Management sold 15,012 AT&T shares in Q2 2022, an estimated $268K.
Birchcreek Wealth Management first reported a position in AT&T in Q4 2020 and held it in 6 quarters.
Birchcreek Wealth Management's AT&T position peaked at $323K in Q4 2020.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Birchcreek Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.