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

Clarus 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
2020 Q2	–	Sell	-30,301	Closed	-$628K	–	147
2020 Q1	$628K	Sell	30,301 -7,196	-19%	-$197K	0.63%	41
2019 Q4	$1.1M	Buy	37,497 +6,466	+21%	+$187K	0.73%	27
2019 Q3	$887K	Sell	31,031 -4,005	-11%	-$106K	0.65%	31
2019 Q2	$887K	Buy	35,036 +4,779	+16%	+$115K	0.64%	25
2019 Q1	$717K	Buy	30,257 +3,529	+13%	+$81.2K	0.54%	26
2018 Q4	$576K	Buy	26,728 +1,053	+4%	+$24.5K	0.91%	16
2018 Q3	$651K	Buy	25,675 +1,193	+5%	+$29.2K	0.43%	27
2018 Q2	$659K	Hold	24,482	–	–	0.5%	22
2018 Q1	$659K	Buy	24,482 +1,435	+6%	+$39.9K	0.61%	22
2017 Q4	$677K	Buy	+23,047	New	+$629K	0.65%	21

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Clarus Wealth Advisors's T Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of AT&T (T) in Q2 2020, closing a stake of 30,301 shares — an estimated $628K sold.

Clarus Wealth Advisors first reported a position in T in Q4 2017 and held it in 10 quarters. The position peaked at $1.1M in Q4 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

Clarus Wealth Advisors reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
Clarus Wealth Advisors sold 30,301 AT&T shares in Q2 2020, an estimated $628K.
Clarus Wealth Advisors first reported a position in AT&T in Q4 2017 and held it in 10 quarters.
Clarus Wealth Advisors's AT&T position peaked at $1.1M in Q4 2019.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.