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Burt Wealth Advisors’s AT&T T Stock Holding History

Burt Wealth 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
Q1 		– Sell
-4,868
Closed -$106K – 326
2020
Q4 		$106K Hold
4,868
– – 0.04% 130
2020
Q3 		$105K Buy
4,868
+70
+1% +$1.56K 0.04% 123
2020
Q2 		$110K Buy
4,798
+18
+0.4% +$410 0.04% 116
2020
Q1 		$105K Sell
4,780
-92
-2% -$2.51K 0.05% 109
2019
Q4 		$144K Buy
4,872
+92
+2% +$2.66K 0.06% 102
2019
Q3 		$137K Sell
4,780
-635
-12% -$16.8K 0.06% 103
2019
Q2 		$137K Sell
5,415
-1,968
-27% -$47.2K 0.06% 103
2019
Q1 		$175K Sell
7,383
-1,244
-14% -$28.6K 0.08% 90
2018
Q4 		$186K Sell
8,627
-5,317
-38% -$124K 0.09% 85
2018
Q3 		$354K Buy
13,944
+3,487
+33% +$85.4K 0.16% 52
2018
Q2 		$254K Buy
10,457
+2,240
+27% +$56.2K 0.12% 64
2018
Q1 		$221K Sell
8,217
-132
-2% -$3.67K 0.11% 66
2017
Q4 		$245K Buy
8,349
+1,853
+29% +$50.6K 0.15% 60
2017
Q3 		$192K Sell
6,496
-955
-13% -$27.1K 0.13% 68
2017
Q2 		$212K Sell
7,451
-2,884
-28% -$85K 0.15% 61
2017
Q1 		$324K Sell
10,335
-702
-6% -$22.1K 0.23% 46
2016
Q4 		$355K Buy
11,037
+3,489
+46% +$103K 0.32% 44
2016
Q3 		$231K Sell
7,548
-325
-4% -$10.3K 0.25% 54
2016
Q2 		$256K Sell
7,873
-1,465
-16% -$43.6K 0.28% 47
2016
Q1 		$276K Buy
9,338
+1,178
+14% +$32.6K 0.25% 46
2015
Q4 		$212K Sell
8,160
-352
-4% -$8.93K 0.17% 60
2015
Q3 		$209K Buy
8,512
+3,575
+72% +$91.2K 0.26% 51
2015
Q2 		$132K Hold
4,937
– – 0.14% 85
2015
Q1 		$122K Sell
4,937
-315
-6% -$8.01K 0.12% 78
2014
Q4 		$133K Buy
+5,252
New +$136K 0.14% 76

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burt Wealth Advisors's T Position: Q1 2021 in Review

Burt Wealth Advisors sold out of AT&T (T) in Q1 2021, closing a stake of 4,868 shares — an estimated $106K sold.

Burt Wealth Advisors first reported a position in T in Q4 2014 and held it in 25 quarters. The position peaked at $355K in Q4 2016. 2,605 funds tracked by Wall St. Rank hold T as of Q1 2021.

  • Burt Wealth Advisors reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 4,868 AT&T shares in Q1 2021, an estimated $106K.
  • Burt Wealth Advisors first reported a position in AT&T in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's AT&T position peaked at $355K in Q4 2016.
  • 2,605 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.