Capital Directions Investment Advisors’s AT&T T Stock Holding History

Capital Directions Investment 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
2022 Q3	–	Sell	-4,276	Closed	-$374K	–	244
2022 Q2	$374K	Buy	4,276 +2,147	+101%	+$42.8K	0.12%	46
2022 Q1	$38K	Buy	+2,129	New	+$39.4K	0.01%	160
2021 Q4	–	Sell	-530	Closed	-$11K	–	202
2021 Q3	$11K	Sell	530 -703	-57%	-$14.8K	﹤0.01%	234
2021 Q2	$27K	Buy	+1,233	New	+$28K	0.01%	155
2021 Q1	–	Sell	-1,324	Closed	-$29K	–	330
2020 Q4	$29K	Sell	1,324 -662	-33%	-$14.3K	0.01%	139
2020 Q3	$43K	Buy	1,986 +132	+7%	+$2.95K	0.02%	116
2020 Q2	$42K	Buy	1,854 +1,192	+180%	+$27.1K	0.02%	116
2020 Q1	$15K	Sell	662 -5,031	-88%	-$137K	0.01%	184
2019 Q4	$168K	Hold	5,693	–	–	0.05%	72
2019 Q3	$163K	Buy	+5,693	New	+$151K	0.05%	67

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Directions Investment Advisors's T Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of AT&T (T) in Q3 2022, closing a stake of 4,276 shares — an estimated $374K sold.

Capital Directions Investment Advisors first reported a position in T in Q3 2019 and held it in 10 quarters. The position peaked at $374K in Q2 2022. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

Capital Directions Investment Advisors reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 4,276 AT&T shares in Q3 2022, an estimated $374K.
Capital Directions Investment Advisors first reported a position in AT&T in Q3 2019 and held it in 10 quarters.
Capital Directions Investment Advisors's AT&T position peaked at $374K in Q2 2022.
2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.