Brewin Dolphin Wealth Management’s AT&T T Stock Holding History

Brewin Dolphin 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	$23K	Sell	1,109 -525	-32%	-$10.5K	﹤0.01%	234
2022 Q1	$29K	Buy	1,634 +166	+11%	+$3.07K	﹤0.01%	229
2021 Q4	$27K	Sell	1,468 -795	-35%	-$14.9K	﹤0.01%	238
2021 Q3	$46.2K	Hold	2,263	–	–	0.01%	200
2021 Q2	$49.2K	Hold	2,263	–	–	0.01%	192
2021 Q1	$51.7K	Hold	2,263	–	–	0.01%	174
2020 Q4	$49.2K	Sell	2,263 -4,084	-64%	-$88.1K	0.01%	163
2020 Q3	$137K	Buy	6,347 +2,461	+63%	+$55K	0.03%	116
2020 Q2	$88.7K	Buy	3,886 +1,623	+72%	+$37K	0.02%	132
2020 Q1	$49.8K	Hold	2,263	–	–	0.03%	110
2019 Q4	$66.8K	Hold	2,263	–	–	0.03%	107
2019 Q3	$64.7K	Hold	2,263	–	–	0.03%	103
2019 Q2	$57.3K	Hold	2,263	–	–	0.03%	111
2019 Q1	$53.6K	Hold	2,263	–	–	0.03%	110
2018 Q4	$48.8K	Hold	2,263	–	–	0.03%	107
2018 Q3	$57.4K	Hold	2,263	–	–	0.03%	108
2018 Q2	$54.9K	Buy	2,263 +795	+54%	+$20K	0.03%	102
2018 Q1	$39.5K	Hold	1,468	–	–	0.02%	115
2017 Q4	$43.1K	Sell	1,468 -424	-22%	-$11.6K	0.03%	109
2017 Q3	$56K	Buy	+1,892	New	+$53.7K	0.04%	94

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

Brewin Dolphin Wealth Management's T Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its AT&T (T) stake by 32% in Q2 2022, selling an estimated $10.5K and leaving 1,109 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Brewin Dolphin Wealth Management first reported a position in T in Q3 2017 and has held it in 20 quarters since. The position peaked at $137K in Q3 2020. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Brewin Dolphin Wealth Management held 1,109 shares of AT&T worth $23K as of Q2 2022.
Brewin Dolphin Wealth Management sold 525 AT&T shares in Q2 2022, an estimated $10.5K.
AT&T made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #234 holding.
Brewin Dolphin Wealth Management first reported a position in AT&T in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's AT&T position peaked at $137K in Q3 2020.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.