CA Family Wealth’s AT&T T Stock Holding History

CA Family Wealth’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	-9,465	Closed	-$279K	–	123
2019 Q4	$279K	Buy	+9,465	New	+$273K	0.19%	76

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

CA Family Wealth's T Position: Q1 2020 in Review

CA Family Wealth sold out of AT&T (T) in Q1 2020, closing a stake of 9,465 shares — an estimated $279K sold.

CA Family Wealth first reported a position in T in Q4 2019 and held it in 1 quarter. The position peaked at $279K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

CA Family Wealth reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 9,465 AT&T shares in Q1 2020, an estimated $279K.
CA Family Wealth first reported a position in AT&T in Q4 2019 and held it in 1 quarter.
CA Family Wealth's AT&T position peaked at $279K in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.