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Bruderman Asset Management’s AT&T T Stock Holding History

Bruderman Asset 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
2021
Q4 		– Sell
-213,720
Closed -$4.36M – 125
2021
Q3 		$4.36M Buy
213,720
+4,080
+2% +$85.7K 1.1% 33
2021
Q2 		$4.56M Buy
209,640
+3,681
+2% +$83.7K 1.41% 28
2021
Q1 		$4.71M Buy
205,959
+1,303
+0.6% +$28.8K 1.31% 27
2020
Q4 		$4.45M Buy
204,656
+14,903
+8% +$321K 1.29% 28
2020
Q3 		$4.09M Sell
189,753
-12,918
-6% -$289K 1.34% 25
2020
Q2 		$4.58M Sell
202,671
-108,762
-35% -$2.48M 1.52% 26
2020
Q1 		$6.6M Sell
311,433
-17,351
-5% -$474K 2.61% 7
2019
Q4 		$9.65M Sell
328,784
-58,274
-15% -$1.68M 3.01% 7
2019
Q3 		$11.5M Sell
387,058
-44,615
-10% -$1.18M 2.91% 5
2019
Q2 		$10.9M Sell
431,673
-75,463
-15% -$1.81M 2.58% 10
2019
Q1 		$12M Buy
507,136
+13,529
+3% +$311K 2.63% 6
2018
Q4 		$10.6M Buy
493,607
+73,828
+18% +$1.72M 2.74% 8
2018
Q3 		$10.6M Sell
419,779
-162,454
-28% -$3.98M 2.44% 10
2018
Q2 		$14.1M Sell
582,233
-24,139
-4% -$606K 3.44% 4
2018
Q1 		$16.3M Buy
606,372
+18,451
+3% +$514K 3.91% 2
2017
Q4 		$17.3M Buy
587,921
+3,817
+0.7% +$104K 4.39% 2
2017
Q3 		$17.3M Buy
584,104
+26,123
+5% +$742K 4.47% 1
2017
Q2 		$15.9M Buy
557,981
+12,692
+2% +$374K 4.25% 2
2017
Q1 		$17.1M Buy
545,289
+730
+0.1% +$23K 4.94% 1
2016
Q4 		$17.5M Buy
544,559
+1,710
+0.3% +$50.5K 5.27% 1
2016
Q3 		$16.6M Buy
542,849
+15,912
+3% +$503K 4.97% 1
2016
Q2 		$17.2M Buy
526,937
+10,985
+2% +$327K 5.38% 1
2016
Q1 		$15.3M Buy
515,952
+7,074
+1% +$196K 5.3% 2
2015
Q4 		$13.2M Buy
508,878
+4,505
+0.9% +$114K 4.98% 2
2015
Q3 		$12.4M Buy
504,373
+19,383
+4% +$494K 4.89% 1
2015
Q2 		$13M Buy
484,990
+16,151
+3% +$417K 4.99% 1
2015
Q1 		$11.6M Buy
+468,839
New +$11.9M 4.51% 2

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bruderman Asset Management's T Position: Q4 2021 in Review

Bruderman Asset Management sold out of AT&T (T) in Q4 2021, closing a stake of 213,720 shares — an estimated $4.36M sold.

Bruderman Asset Management first reported a position in T in Q1 2015 and held it in 27 quarters. The position peaked at $17.5M in Q4 2016. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Bruderman Asset Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 213,720 AT&T shares in Q4 2021, an estimated $4.36M.
  • Bruderman Asset Management first reported a position in AT&T in Q1 2015 and held it in 27 quarters.
  • Bruderman Asset Management's AT&T position peaked at $17.5M in Q4 2016.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.