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Doyle Wealth Management’s AT&T T Stock Holding History

Doyle Wealth 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
2022
Q3 		$195K Buy
12,741
+476
+4% +$8.66K 0.02% 198
2022
Q2 		$257K Sell
12,265
-24,231
-66% -$483K 0.02% 187
2022
Q1 		$651K Buy
36,496
+594
+2% +$11K 0.05% 139
2021
Q4 		$667K Sell
35,902
-14,907
-29% -$279K 0.05% 130
2021
Q3 		$1.04M Sell
50,809
-73,495
-59% -$1.54M 0.08% 107
2021
Q2 		$2.7M Sell
124,304
-3,626
-3% -$82.5K 0.22% 75
2021
Q1 		$2.92M Sell
127,930
-8,296
-6% -$183K 0.28% 69
2020
Q4 		$2.96M Sell
136,226
-4,890
-3% -$105K 0.3% 65
2020
Q3 		$3.04M Sell
141,116
-499,913
-78% -$11.2M 0.35% 60
2020
Q2 		$14.6M Sell
641,029
-17,240
-3% -$393K 1.93% 16
2020
Q1 		$14.5M Buy
658,269
+4,733
+0.7% +$129K 2.3% 12
2019
Q4 		$19.3M Buy
653,536
+20,762
+3% +$599K 2.41% 10
2019
Q3 		$18.1M Buy
632,774
+98,049
+18% +$2.6M 2.5% 11
2019
Q2 		$13.5M Sell
534,725
-6,917
-1% -$166K 1.87% 17
2019
Q1 		$12.5M Sell
541,642
-31,621
-6% -$727K 1.82% 20
2018
Q4 		$12.4M Buy
573,263
+161,126
+39% +$3.75M 2.09% 15
2018
Q3 		$10.5M Buy
412,137
+337,736
+454% +$8.27M 1.62% 26
2018
Q2 		$1.8M Buy
74,401
+30,171
+68% +$757K 0.3% 57
2018
Q1 		$1.19M Sell
44,230
-12,505
-22% -$348K 0.2% 60
2017
Q4 		$1.67M Buy
56,735
+8,547
+18% +$233K 0.28% 56
2017
Q3 		$1.43M Sell
48,188
-1,543
-3% -$43.8K 0.25% 56
2017
Q2 		$1.42M Buy
49,731
+2,064
+4% +$60.8K 0.26% 55
2017
Q1 		$1.5M Buy
+47,667
New +$1.5M 0.3% 54

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Doyle Wealth Management's T Position: Q3 2022 in Review

Doyle Wealth Management increased its AT&T (T) stake by 3.9% in Q3 2022, buying an estimated $8.66K and bringing the position to 12,741 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #198.

Doyle Wealth Management first reported a position in T in Q1 2017 and has held it in 23 quarters since. The position peaked at $19.3M in Q4 2019. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

  • Doyle Wealth Management held 12,741 shares of AT&T worth $195K as of Q3 2022.
  • Doyle Wealth Management bought 476 AT&T shares in Q3 2022, an estimated $8.66K.
  • AT&T made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #198 holding.
  • Doyle Wealth Management first reported a position in AT&T in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's AT&T position peaked at $19.3M in Q4 2019.
  • 2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.