BT Wealth Management’s AT&T T Stock Holding History

BT 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	$425K	Sell	20,282 -7,523	-27%	-$150K	0.12%	41
2022 Q1	$496K	Sell	27,805 -331	-1%	-$6.12K	0.13%	39
2021 Q4	$523K	Buy	28,136 +7,279	+35%	+$136K	0.14%	37
2021 Q3	$425K	Sell	20,857 -19,860	-49%	-$417K	0.13%	36
2021 Q2	$885K	Hold	40,717	–	–	0.27%	25
2021 Q1	$931K	Buy	+40,717	New	+$900K	0.31%	26
2020 Q3	–	Sell	-14,748	Closed	-$337K	–	64
2020 Q2	$337K	Hold	14,748	–	–	0.17%	37
2020 Q1	$325K	Sell	14,748 -8,372	-36%	-$229K	0.19%	38
2019 Q4	$682K	Buy	23,120 +1,335	+6%	+$38.5K	0.35%	31
2019 Q3	$623K	Hold	21,785	–	–	0.35%	30
2019 Q2	$560K	Buy	21,785 +13	+0.1%	+$312	0.32%	32
2019 Q1	$516K	Sell	21,772 -11,584	-35%	-$266K	0.3%	34
2018 Q4	$751K	Buy	+33,356	New	+$776K	0.32%	38

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

BT Wealth Management's T Position: Q2 2022 in Review

BT Wealth Management reduced its AT&T (T) stake by 27% in Q2 2022, selling an estimated $150K and leaving 20,282 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #41.

BT Wealth Management first reported a position in T in Q4 2018 and has held it in 13 quarters since. The position peaked at $931K in Q1 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

BT Wealth Management held 20,282 shares of AT&T worth $425K as of Q2 2022.
BT Wealth Management sold 7,523 AT&T shares in Q2 2022, an estimated $150K.
AT&T made up 0.12% of BT Wealth Management's portfolio in Q2 2022, its #41 holding.
BT Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 13 quarters since.
BT Wealth Management's AT&T position peaked at $931K in Q1 2021.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.