Cascadia Advisory Services’s AT&T T Stock Holding History

Cascadia Advisory Services’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
2021 Q2	–	Sell	-27,153	Closed	-$621K	–	256
2021 Q1	$621K	Buy	+27,153	New	+$600K	0.14%	148
2020 Q3	$734K	Sell	34,069 -58,328	-63%	-$1.3M	0.21%	133
2020 Q2	$2.11M	Buy	+92,397	New	+$2.1M	0.65%	46
2019 Q4	$2.42M	Buy	+81,993	New	+$2.37M	0.69%	26

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cascadia Advisory Services's T Position: Q2 2021 in Review

Cascadia Advisory Services sold out of AT&T (T) in Q2 2021, closing a stake of 27,153 shares — an estimated $621K sold.

Cascadia Advisory Services first reported a position in T in Q4 2019 and held it in 4 quarters. The position peaked at $2.42M in Q4 2019. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

Cascadia Advisory Services reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 27,153 AT&T shares in Q2 2021, an estimated $621K.
Cascadia Advisory Services first reported a position in AT&T in Q4 2019 and held it in 4 quarters.
Cascadia Advisory Services's AT&T position peaked at $2.42M in Q4 2019.
2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.