Blue Chip Wealth Management’s AT&T T Stock Holding History

Blue Chip 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
2020 Q3	$303K	Buy	14,093 +3,154	+29%	+$70.5K	0.24%	80
2020 Q2	$250K	Buy	10,939 +279	+3%	+$6.35K	0.24%	82
2020 Q1	$235K	Sell	10,660 -525	-5%	-$14.3K	0.29%	77
2019 Q4	$330K	Buy	11,185 +10	+0.1%	+$289	0.31%	73
2019 Q3	$319K	Sell	11,175 -287	-3%	-$7.6K	0.33%	71
2019 Q2	$290K	Sell	11,462 -226	-2%	-$5.42K	0.31%	74
2019 Q1	$277K	Sell	11,688 -1,205	-9%	-$27.7K	0.31%	76
2018 Q4	$278K	Sell	12,893 -2,830	-18%	-$65.9K	0.36%	71
2018 Q3	$399K	Sell	15,723 -1,259	-7%	-$30.8K	0.4%	62
2018 Q2	$412K	Buy	16,982 +124	+0.7%	+$3.11K	0.45%	62
2018 Q1	$454K	Buy	+16,858	New	+$469K	0.46%	55

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Chip Wealth Management's T Position: Q3 2020 in Review

Blue Chip Wealth Management increased its AT&T (T) stake by 29% in Q3 2020, buying an estimated $70.5K and bringing the position to 14,093 shares worth $303K. The position accounts for 0.24% of the portfolio, ranked #80.

Blue Chip Wealth Management first reported a position in T in Q1 2018 and has held it in 11 quarters since. The position peaked at $454K in Q1 2018. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Blue Chip Wealth Management held 14,093 shares of AT&T worth $303K as of Q3 2020.
Blue Chip Wealth Management bought 3,154 AT&T shares in Q3 2020, an estimated $70.5K.
AT&T made up 0.24% of Blue Chip Wealth Management's portfolio in Q3 2020, its #80 holding.
Blue Chip Wealth Management first reported a position in AT&T in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's AT&T position peaked at $454K in Q1 2018.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.