Epic Trust Investment Advisors’s AT&T T Stock Holding History

Epic Trust Investment Advisors’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
2023 Q2	–	Sell	-17,563	Closed	-$338K	–	119
2023 Q1	$338K	Buy	17,563 +7,509	+75%	+$144K	0.41%	66
2022 Q4	$185K	Sell	10,054 -5,167	-34%	-$92.5K	0.28%	96
2022 Q3	$234K	Buy	+15,221	New	+$277K	0.32%	90

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Epic Trust Investment Advisors's T Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of AT&T (T) in Q2 2023, closing a stake of 17,563 shares — an estimated $338K sold.

Epic Trust Investment Advisors first reported a position in T in Q3 2022 and held it in 3 quarters. The position peaked at $338K in Q1 2023. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Epic Trust Investment Advisors reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Epic Trust Investment Advisors sold 17,563 AT&T shares in Q2 2023, an estimated $338K.
Epic Trust Investment Advisors first reported a position in AT&T in Q3 2022 and held it in 3 quarters.
Epic Trust Investment Advisors's AT&T position peaked at $338K in Q1 2023.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.