Brendel Financial Advisors’s AT&T T Stock Holding History

Brendel Financial 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
2021 Q3	–	Sell	-9,501	Closed	-$207K	–	253
2021 Q2	$207K	Hold	9,501	–	–	0.11%	109
2021 Q1	$217K	Hold	9,501	–	–	0.15%	83
2020 Q4	$206K	Sell	9,501 -19	-0.2%	-$410	0.14%	78
2020 Q3	$205K	Sell	9,520 -1,146	-11%	-$25.6K	0.16%	76
2020 Q2	$244K	Hold	10,666	–	–	0.21%	77
2020 Q1	$235K	Sell	10,666 -763	-7%	-$20.8K	0.28%	68
2019 Q4	$337K	Sell	11,429 -1,130	-9%	-$32.6K	0.29%	69
2019 Q3	$359K	Buy	12,559 +529	+4%	+$14K	0.32%	67
2019 Q2	$304K	Hold	12,030	–	–	0.29%	66
2019 Q1	$285K	Hold	12,030	–	–	0.26%	70
2018 Q4	$259K	Buy	+12,030	New	+$280K	0.3%	67

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Brendel Financial Advisors's T Position: Q3 2021 in Review

Brendel Financial Advisors sold out of AT&T (T) in Q3 2021, closing a stake of 9,501 shares — an estimated $207K sold.

Brendel Financial Advisors first reported a position in T in Q4 2018 and held it in 11 quarters. The position peaked at $359K in Q3 2019. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

Brendel Financial Advisors reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 9,501 AT&T shares in Q3 2021, an estimated $207K.
Brendel Financial Advisors first reported a position in AT&T in Q4 2018 and held it in 11 quarters.
Brendel Financial Advisors's AT&T position peaked at $359K in Q3 2019.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.