ERTS Wealth Advisors’s AT&T T Stock Holding History

ERTS Wealth 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
2020 Q2	–	Sell	-11,164	Closed	-$246K	–	82
2020 Q1	$246K	Buy	11,164 +3,867	+53%	+$106K	0.12%	67
2019 Q4	$215K	Hold	7,297	–	–	0.1%	78
2019 Q3	$209K	Sell	7,297 -1,147	-14%	-$30.4K	0.11%	76
2019 Q2	$214K	Sell	8,444 -1,772	-17%	-$42.5K	0.12%	78
2019 Q1	$242K	Buy	10,216 +3,767	+58%	+$86.7K	0.14%	72
2018 Q4	$139K	Buy	+6,449	New	+$150K	0.1%	96

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ERTS Wealth Advisors's T Position: Q2 2020 in Review

ERTS Wealth Advisors sold out of AT&T (T) in Q2 2020, closing a stake of 11,164 shares — an estimated $246K sold.

ERTS Wealth Advisors first reported a position in T in Q4 2018 and held it in 6 quarters. The position peaked at $246K in Q1 2020. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

ERTS Wealth Advisors reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 11,164 AT&T shares in Q2 2020, an estimated $246K.
ERTS Wealth Advisors first reported a position in AT&T in Q4 2018 and held it in 6 quarters.
ERTS Wealth Advisors's AT&T position peaked at $246K in Q1 2020.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on ERTS Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.