Crestone Asset Management’s AT&T T Stock Holding History

Crestone Asset 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
2020 Q1	–	Sell	-7,870	Closed	-$232K	–	70
2019 Q4	$232K	Sell	7,870 -102	-1%	-$2.94K	0.08%	48
2019 Q3	$228K	Buy	+7,972	New	+$211K	0.09%	47

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

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

Norges Bank Oslo, Norway $935B AUM

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

Crestone Asset Management's T Position: Q1 2020 in Review

Crestone Asset Management sold out of AT&T (T) in Q1 2020, closing a stake of 7,870 shares — an estimated $232K sold.

Crestone Asset Management first reported a position in T in Q3 2019 and held it in 2 quarters. The position peaked at $232K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

Crestone Asset Management reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Crestone Asset Management sold 7,870 AT&T shares in Q1 2020, an estimated $232K.
Crestone Asset Management first reported a position in AT&T in Q3 2019 and held it in 2 quarters.
Crestone Asset Management's AT&T position peaked at $232K in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Crestone Asset Management's 13F filing for Q1 2020, filed 12 Mar 2021.