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

Evolution 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
2021 Q4	–	Sell	-1,713	Closed	-$35K	–	568
2021 Q3	$35K	Sell	1,713 -85,896	-98%	-$1.8M	0.01%	250
2021 Q2	$1.9M	Sell	87,609 -4,294	-5%	-$97.7K	0.39%	43
2021 Q1	$2.1M	Buy	91,903 +4,287	+5%	+$94.8K	0.47%	42
2020 Q4	$1.9M	Buy	87,616 +1,083	+1%	+$23.4K	0.43%	46
2020 Q3	$1.86M	Buy	86,533 +2,799	+3%	+$62.6K	0.51%	40
2020 Q2	$1.91M	Buy	+83,734	New	+$1.91M	0.63%	29
2020 Q1	–	Sell	-1,405	Closed	-$41K	–	616
2019 Q4	$41K	Buy	+1,405	New	+$40.6K	0.01%	168
2019 Q3	–	Sell	-5,791	Closed	-$147K	–	582
2019 Q2	$147K	Sell	5,791 -2,399	-29%	-$57.5K	0.06%	52
2019 Q1	$194K	Buy	8,190 +1,935	+31%	+$44.5K	0.09%	46
2018 Q4	$135K	Buy	+6,255	New	+$146K	0.06%	65

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's T Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 1,713 shares — an estimated $35K sold.

Evolution Wealth Advisors first reported a position in T in Q4 2018 and held it in 10 quarters. The position peaked at $2.1M in Q1 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Evolution Wealth Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,713 AT&T shares in Q4 2021, an estimated $35K.
Evolution Wealth Advisors first reported a position in AT&T in Q4 2018 and held it in 10 quarters.
Evolution Wealth Advisors's AT&T position peaked at $2.1M in Q1 2021.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.