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

Cabot 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
2020 Q3	–	Sell	-8,969	Closed	-$204K	–	141
2020 Q2	$204K	Buy	+8,969	New	+$204K	0.04%	131
2017 Q4	–	Sell	-9,604	Closed	-$284K	–	138
2017 Q3	$284K	Buy	+9,604	New	+$273K	0.06%	113
2015 Q3	–	Sell	-7,911	Closed	-$212K	–	154
2015 Q2	$212K	Buy	+7,911	New	+$204K	0.05%	142

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cabot Wealth Management's T Position: Q3 2020 in Review

Cabot Wealth Management sold out of AT&T (T) in Q3 2020, closing a stake of 8,969 shares — an estimated $204K sold.

Cabot Wealth Management first reported a position in T in Q2 2015 and held it in 3 quarters. The position peaked at $284K in Q3 2017. 2,421 funds tracked by Wall St. Rank hold T as of Q3 2020.

Cabot Wealth Management reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
Cabot Wealth Management sold 8,969 AT&T shares in Q3 2020, an estimated $204K.
Cabot Wealth Management first reported a position in AT&T in Q2 2015 and held it in 3 quarters.
Cabot Wealth Management's AT&T position peaked at $284K in Q3 2017.
2,421 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Cabot Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.