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

CCG 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
2021 Q3	–	Sell	-10,078	Closed	-$219K	–	116
2021 Q2	$219K	Buy	+10,078	New	+$229K	0.17%	72
2020 Q1	–	Sell	-7,248	Closed	-$214K	–	93
2019 Q4	$214K	Buy	7,248 +226	+3%	+$6.53K	0.14%	94
2019 Q3	$201K	Buy	+7,022	New	+$186K	0.14%	83

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCG Wealth Management's T Position: Q3 2021 in Review

CCG Wealth Management sold out of AT&T (T) in Q3 2021, closing a stake of 10,078 shares — an estimated $219K sold.

CCG Wealth Management first reported a position in T in Q3 2019 and held it in 3 quarters. The position peaked at $219K in Q2 2021. 2,487 funds tracked by Wall St. Rank hold T as of Q3 2021.

CCG Wealth Management reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
CCG Wealth Management sold 10,078 AT&T shares in Q3 2021, an estimated $219K.
CCG Wealth Management first reported a position in AT&T in Q3 2019 and held it in 3 quarters.
CCG Wealth Management's AT&T position peaked at $219K in Q2 2021.
2,487 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on CCG Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.