Clear Perspective Advisors’s AT&T T Stock Holding History

Clear Perspective 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
2021 Q4	$737K	Sell	39,680 -6,667	-14%	-$125K	0.22%	72
2021 Q3	$945K	Buy	46,347 +895	+2%	+$18.8K	0.32%	61
2021 Q2	$988K	Buy	45,452 +126	+0.3%	+$2.87K	0.34%	57
2021 Q1	$1.04M	Buy	45,326 +10,029	+28%	+$222K	0.41%	51
2020 Q4	$767K	Buy	35,297 +10	+0%	+$216	0.31%	59
2020 Q3	$386	Sell	35,287 -431	-1%	-$9.63K	0.18%	91
2020 Q2	$816K	Sell	35,718 -5,264	-13%	-$120K	0.45%	43
2020 Q1	$902K	Buy	40,982 +1,218	+3%	+$33.3K	0.6%	33
2019 Q4	$1.17M	Buy	39,764 +795	+2%	+$23K	0.73%	33
2019 Q3	$1.11M	Buy	38,969 +1,013	+3%	+$26.8K	0.51%	45
2019 Q2	$961K	Sell	37,956 -911	-2%	-$21.9K	0.62%	38
2019 Q1	$945K	Buy	38,867 +4,203	+12%	+$96.7K	0.67%	39
2018 Q4	$747K	Buy	34,664 +3,494	+11%	+$81.3K	0.62%	43
2018 Q3	$791K	Sell	31,170 -1,803	-5%	-$44.2K	0.59%	50
2018 Q2	$800K	Buy	32,973 +11,732	+55%	+$294K	0.56%	45
2018 Q1	$572K	Buy	21,241 +189	+0.9%	+$5.26K	0.43%	67
2017 Q4	$618K	Buy	21,052 +3,542	+20%	+$96.7K	0.47%	58
2017 Q3	$518K	Sell	17,510 -111	-0.6%	-$3.15K	0.42%	65
2017 Q2	$502K	Buy	17,621 +1,285	+8%	+$37.9K	0.42%	65
2017 Q1	$513K	Sell	16,336 -5,991	-27%	-$189K	0.34%	64
2016 Q4	$717K	Buy	+22,327	New	+$659K	0.48%	48

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clear Perspective Advisors's T Position: Q4 2021 in Review

Clear Perspective Advisors reduced its AT&T (T) stake by 14% in Q4 2021, selling an estimated $125K and leaving 39,680 shares worth $737K. The position accounts for 0.22% of the portfolio, ranked #72.

Clear Perspective Advisors first reported a position in T in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2019. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Clear Perspective Advisors held 39,680 shares of AT&T worth $737K as of Q4 2021.
Clear Perspective Advisors sold 6,667 AT&T shares in Q4 2021, an estimated $125K.
AT&T made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #72 holding.
Clear Perspective Advisors first reported a position in AT&T in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's AT&T position peaked at $1.17M in Q4 2019.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.