Brio Consultants’s AT&T T Stock Holding History

Brio Consultants’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 Q1	–	Sell	-7,192	Closed	-$212K	–	77
2019 Q4	$212K	Buy	7,192 +32	+0.4%	+$924	0.07%	75
2019 Q3	$205K	Buy	+7,160	New	+$190K	0.08%	74

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

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

Norges Bank Oslo, Norway $935B AUM

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

Brio Consultants's T Position: Q1 2020 in Review

Brio Consultants sold out of AT&T (T) in Q1 2020, closing a stake of 7,192 shares — an estimated $212K sold.

Brio Consultants first reported a position in T in Q3 2019 and held it in 2 quarters. The position peaked at $212K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

Brio Consultants reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Brio Consultants sold 7,192 AT&T shares in Q1 2020, an estimated $212K.
Brio Consultants first reported a position in AT&T in Q3 2019 and held it in 2 quarters.
Brio Consultants's AT&T position peaked at $212K in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Brio Consultants's 13F filing for Q1 2020, filed 16 Apr 2020.