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

Carolina 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
2022 Q1	–	Sell	-154,743	Closed	-$2.88M	–	304
2021 Q4	$2.88M	Buy	154,743 +659	+0.4%	+$12.3K	1.62%	24
2021 Q3	$3.14M	Buy	154,084 +3,421	+2%	+$71.9K	2.08%	23
2021 Q2	$3.27M	Buy	150,663 +6,426	+4%	+$146K	2.21%	22
2021 Q1	$3.3M	Sell	144,237 -3,931	-3%	-$86.9K	2.41%	19
2020 Q4	$3.22M	Sell	148,168 -1,837	-1%	-$39.6K	2.59%	16
2020 Q3	$3.23M	Buy	150,005 +34,890	+30%	+$780K	2.84%	13
2020 Q2	$2.63M	Buy	115,115 +2,313	+2%	+$52.7K	2.54%	18
2020 Q1	$2.48M	Buy	112,802 +16,813	+18%	+$459K	2.87%	17
2019 Q4	$2.83M	Buy	+95,989	New	+$2.77M	2.68%	16

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Carolina Wealth Advisors's T Position: Q1 2022 in Review

Carolina Wealth Advisors sold out of AT&T (T) in Q1 2022, closing a stake of 154,743 shares — an estimated $2.88M sold.

Carolina Wealth Advisors first reported a position in T in Q4 2019 and held it in 9 quarters. The position peaked at $3.3M in Q1 2021. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Carolina Wealth Advisors reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 154,743 AT&T shares in Q1 2022, an estimated $2.88M.
Carolina Wealth Advisors first reported a position in AT&T in Q4 2019 and held it in 9 quarters.
Carolina Wealth Advisors's AT&T position peaked at $3.3M in Q1 2021.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Carolina Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.