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

Elmwood 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	-11,882	Closed	-$221K	–	295
2021 Q4	$221K	Buy	+11,882	New	+$222K	0.11%	106
2021 Q2	$213K	Buy	9,787 +1,476	+18%	+$33.6K	0.11%	107
2021 Q1	$190K	Buy	+8,311	New	+$184K	0.12%	107
2020 Q3	$154K	Hold	6,755	–	–	0.12%	96
2020 Q2	$154K	Buy	6,755 +126	+2%	+$2.87K	0.12%	96
2020 Q1	$178K	Buy	+6,629	New	+$181K	0.17%	91
2019 Q4	–	Sell	-4,472	Closed	-$128K	–	225
2019 Q3	$128K	Hold	4,472	–	–	0.13%	90
2019 Q2	$113K	Sell	4,472 -263	-6%	-$6.31K	0.1%	101
2019 Q1	$112K	Hold	4,735	–	–	0.1%	100
2018 Q4	$102K	Sell	4,735 -1,325	-22%	-$30.8K	0.1%	103
2018 Q3	$154K	Sell	6,060 -569	-9%	-$13.9K	0.13%	101
2018 Q2	$161K	Hold	6,629	–	–	0.15%	95
2018 Q1	$178K	Buy	+6,629	New	+$184K	0.17%	91

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

Elmwood Wealth Management's T Position: Q1 2022 in Review

Elmwood Wealth Management sold out of AT&T (T) in Q1 2022, closing a stake of 11,882 shares — an estimated $221K sold.

Elmwood Wealth Management first reported a position in T in Q1 2018 and held it in 13 quarters. The position peaked at $221K in Q4 2021. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Elmwood Wealth Management reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 11,882 AT&T shares in Q1 2022, an estimated $221K.
Elmwood Wealth Management first reported a position in AT&T in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's AT&T position peaked at $221K in Q4 2021.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.