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

Fairhaven 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
2021
Q1 		– Sell
-13,751
Closed -$299K – 122
2020
Q4 		$299K Buy
13,751
+1,896
+16% +$40.9K 0.13% 83
2020
Q3 		$255K Sell
11,855
-961
-7% -$21.5K 0.15% 74
2020
Q2 		$293K Sell
12,816
-2,316
-15% -$52.7K 0.19% 63
2020
Q1 		$333K Buy
+15,132
New +$413K 0.3% 52

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fairhaven Wealth Management's T Position: Q1 2021 in Review

Fairhaven Wealth Management sold out of AT&T (T) in Q1 2021, closing a stake of 13,751 shares — an estimated $299K sold.

Fairhaven Wealth Management first reported a position in T in Q1 2020 and held it in 4 quarters. The position peaked at $333K in Q1 2020. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

  • Fairhaven Wealth Management reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
  • Fairhaven Wealth Management sold 13,751 AT&T shares in Q1 2021, an estimated $299K.
  • Fairhaven Wealth Management first reported a position in AT&T in Q1 2020 and held it in 4 quarters.
  • Fairhaven Wealth Management's AT&T position peaked at $333K in Q1 2020.
  • 2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Fairhaven Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.