Elk River Wealth Management’s AT&T T Stock Holding History

Elk River 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 Q1	–	Sell	-11,543	Closed	-$214K	–	137
2021 Q4	$214K	Buy	11,543 +927	+9%	+$17.3K	0.05%	118
2021 Q3	$217K	Hold	10,616	–	–	0.05%	112
2021 Q2	$231K	Hold	10,616	–	–	0.06%	111
2021 Q1	$243K	Hold	10,616	–	–	0.07%	110
2020 Q4	$231K	Buy	+10,616	New	+$229K	0.08%	112

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elk River Wealth Management's T Position: Q1 2022 in Review

Elk River Wealth Management sold out of AT&T (T) in Q1 2022, closing a stake of 11,543 shares — an estimated $214K sold.

Elk River Wealth Management first reported a position in T in Q4 2020 and held it in 5 quarters. The position peaked at $243K in Q1 2021. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Elk River Wealth Management reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 11,543 AT&T shares in Q1 2022, an estimated $214K.
Elk River Wealth Management first reported a position in AT&T in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's AT&T position peaked at $243K in Q1 2021.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.