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

Clearview 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
2023 Q3	–	Sell	-5,105	Closed	-$81.4K	–	573
2023 Q2	$81.4K	Sell	5,105 -8,971	-64%	-$153K	0.08%	161
2023 Q1	$271K	Sell	14,076 -4,625	-25%	-$88.4K	0.27%	101
2022 Q4	$344K	Sell	18,701 -864	-4%	-$15.5K	0.27%	78
2022 Q3	$300K	Sell	19,565 -65	-0.3%	-$1.18K	0.24%	65
2022 Q2	$411K	Sell	19,630 -5,382	-22%	-$107K	0.31%	61
2022 Q1	$446K	Sell	25,012 -300	-1%	-$5.55K	0.29%	58
2021 Q4	$470K	Sell	25,312 -143	-0.6%	-$2.67K	0.29%	71
2021 Q3	$519K	Buy	25,455 +4,492	+21%	+$94.4K	0.33%	66
2021 Q2	$456K	Buy	20,963 +269	+1%	+$6.12K	0.28%	71
2021 Q1	$473K	Buy	20,694 +1,499	+8%	+$33.1K	0.31%	63
2020 Q4	$417K	Buy	+19,195	New	+$414K	0.28%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Clearview Wealth Advisors's T Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of AT&T (T) in Q3 2023, closing a stake of 5,105 shares — an estimated $81.4K sold.

Clearview Wealth Advisors first reported a position in T in Q4 2020 and held it in 11 quarters. The position peaked at $519K in Q3 2021. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Clearview Wealth Advisors reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 5,105 AT&T shares in Q3 2023, an estimated $81.4K.
Clearview Wealth Advisors first reported a position in AT&T in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's AT&T position peaked at $519K in Q3 2021.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.