Compass Financial Advisors’s AT&T T Stock Holding History

Compass Financial 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 Q2	–	Sell	-47,268	Closed	-$910K	–	100
2023 Q1	$910K	Buy	47,268 +1,056	+2%	+$20.2K	1.15%	27
2022 Q4	$851K	Buy	46,212 +19,944	+76%	+$357K	1.15%	24
2022 Q3	$403K	Sell	26,268 -923	-3%	-$16.8K	0.6%	61
2022 Q2	$570K	Buy	27,191 +1,701	+7%	+$33.9K	0.78%	43
2022 Q1	$455K	Sell	25,490 -1,259	-5%	-$23.3K	0.5%	68
2021 Q4	$497K	Buy	+26,749	New	+$500K	0.55%	70

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Compass Financial Advisors's T Position: Q2 2023 in Review

Compass Financial Advisors sold out of AT&T (T) in Q2 2023, closing a stake of 47,268 shares — an estimated $910K sold.

Compass Financial Advisors first reported a position in T in Q4 2021 and held it in 6 quarters. The position peaked at $910K in Q1 2023. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Compass Financial Advisors reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 47,268 AT&T shares in Q2 2023, an estimated $910K.
Compass Financial Advisors first reported a position in AT&T in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's AT&T position peaked at $910K in Q1 2023.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.