FANJ
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Financial Architects (New Jersey)’s AT&T T Stock Holding History

Financial Architects (New Jersey)’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 		$315K Sell
19,780
-2,845
-13% -$48.5K 0.05% 252
2023
Q1 		$436K Sell
22,625
-15,665
-41% -$299K 0.07% 222
2022
Q4 		$705K Buy
38,290
+5,067
+15% +$90.7K 0.12% 172
2022
Q3 		$510K Sell
33,223
-1,112
-3% -$20.2K 0.09% 193
2022
Q2 		$720K Buy
34,335
+9,658
+39% +$193K 0.92% 21
2022
Q1 		$440K Sell
24,677
-10,104
-29% -$187K 0.06% 213
2021
Q4 		$646K Buy
34,781
+4,320
+14% +$80.8K 0.09% 183
2021
Q3 		$621K Sell
30,461
-13,590
-31% -$286K 0.09% 178
2021
Q2 		$958K Sell
44,051
-13,301
-23% -$303K 0.14% 139
2021
Q1 		$1.31M Sell
57,352
-6,738
-11% -$149K 0.21% 106
2020
Q4 		$1.39M Buy
64,090
+1,144
+2% +$24.7K 0.26% 86
2020
Q3 		$1.35M Buy
62,946
+2,332
+4% +$52.1K 0.3% 77
2020
Q2 		$1.38M Buy
60,614
+197
+0.3% +$4.49K 0.32% 68
2020
Q1 		$1.33M Sell
60,417
-3,142
-5% -$85.8K 0.36% 61
2019
Q4 		$1.88M Buy
63,559
+400
+0.6% +$11.6K 0.41% 56
2019
Q3 		$1.8M Buy
63,159
+764
+1% +$20.2K 0.42% 53
2019
Q2 		$1.58M Buy
62,395
+1,573
+3% +$37.7K 0.29% 70
2019
Q1 		$1.44M Buy
60,822
+187
+0.3% +$4.3K 0.25% 79
2018
Q4 		$1.31M Sell
60,635
-2,285
-4% -$53.2K 0.25% 77
2018
Q3 		$1.6M Sell
62,920
-9,045
-13% -$222K 0.26% 72
2018
Q2 		$1.75M Buy
71,965
+13,536
+23% +$340K 0.31% 64
2018
Q1 		$1.57M Sell
58,429
-5,220
-8% -$145K 0.31% 60
2017
Q4 		$1.87M Sell
63,649
-7,328
-10% -$200K 0.31% 58
2017
Q3 		$2.1M Sell
70,977
-5,375
-7% -$153K 0.37% 49
2017
Q2 		$2.17M Sell
76,352
-2,880
-4% -$84.9K 0.39% 46
2017
Q1 		$2.49M Sell
79,232
-470
-0.6% -$14.8K 0.44% 44
2016
Q4 		$2.56M Sell
79,702
-2,677
-3% -$79K 0.6% 34
2016
Q3 		$2.53M Buy
82,379
+1,500
+2% +$47.4K 0.68% 32
2016
Q2 		$2.64M Buy
80,879
+10,116
+14% +$301K 0.74% 32
2016
Q1 		$2.09M Buy
70,763
+1,097
+2% +$30.4K 0.75% 29
2015
Q4 		$1.81M Buy
69,666
+6,784
+11% +$172K 0.73% 31
2015
Q3 		$1.55M Buy
62,882
+8,391
+15% +$214K 0.65% 36
2015
Q2 		$1.46M Buy
54,491
+3,418
+7% +$88.3K 0.53% 37
2015
Q1 		$1.26M Buy
51,073
+315
+0.6% +$8.01K 0.49% 43
2014
Q4 		$1.29M Sell
50,758
-885
-2% -$23K 0.56% 39
2014
Q3 		$1.38M Sell
51,643
-410
-0.8% -$10.9K 0.67% 27
2014
Q2 		$1.39M Sell
52,053
-355
-0.7% -$9.51K 0.67% 27
2014
Q1 		$1.39M Sell
52,408
-2,098
-4% -$52.7K 0.83% 25
2013
Q4 		$1.45M Buy
54,506
+13,551
+33% +$357K 0.85% 25
2013
Q3 		$1.05M Buy
40,955
+9,600
+31% +$252K 0.68% 33
2013
Q2 		$837K Buy
+31,355
New +$871K 0.62% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Architects (New Jersey)'s T Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its AT&T (T) stake by 13% in Q2 2023, selling an estimated $48.5K and leaving 19,780 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #252.

Financial Architects (New Jersey) first reported a position in T in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.64M in Q2 2016. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.

  • Financial Architects (New Jersey) held 19,780 shares of AT&T worth $315K as of Q2 2023.
  • Financial Architects (New Jersey) sold 2,845 AT&T shares in Q2 2023, an estimated $48.5K.
  • AT&T made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #252 holding.
  • Financial Architects (New Jersey) first reported a position in AT&T in Q2 2013 and has held it in 41 quarters since.
  • Financial Architects (New Jersey)'s AT&T position peaked at $2.64M in Q2 2016.
  • 2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.