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
2019 Q4	–	Sell	-3,972	Closed	-$114K	–	997
2019 Q3	$114K	Buy	3,972 +1,324	+50%	+$35.1K	0.03%	313
2019 Q2	$67K	Buy	+2,648	New	+$63.5K	0.01%	450
2018 Q1	–	Sell	-1,059	Closed	-$31K	–	1582
2017 Q4	$31K	Buy	+1,059	New	+$28.9K	0.01%	841

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

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.