Dougherty Wealth Advisers’s AT&T T Stock Holding History

Dougherty Wealth Advisers’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
2019 Q3	–	Sell	-205	Closed	-$5K	–	214
2019 Q2	$5K	Buy	+205	New	+$4.92K	0.01%	219
2019 Q1	–	Sell	-205	Closed	-$5K	–	220
2018 Q4	$5K	Buy	+205	New	+$4.77K	0.02%	195

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Dougherty Wealth Advisers's T Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of AT&T (T) in Q3 2019, closing a stake of 205 shares — an estimated $5K sold.

Dougherty Wealth Advisers first reported a position in T in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 2,351 funds tracked by Wall St. Rank hold T as of Q3 2019.

Dougherty Wealth Advisers reported no remaining AT&T position as of Q3 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 205 AT&T shares in Q3 2019, an estimated $5K.
Dougherty Wealth Advisers first reported a position in AT&T in Q4 2018 and held it in 2 quarters.
Dougherty Wealth Advisers's AT&T position peaked at $5K in Q2 2019.
2,351 funds tracked by Wall St. Rank held AT&T as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.