CWM
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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return