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

Foresight 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
2022
Q4 		– Sell
-57,533
Closed -$883K – 96
2022
Q3 		$883K Buy
57,533
+11,654
+25% +$212K 0.2% 45
2022
Q2 		$962K Sell
45,879
-8,925
-16% -$178K 0.2% 46
2022
Q1 		$978K Buy
54,804
+12,331
+29% +$228K 0.18% 48
2021
Q4 		$789K Buy
42,473
+5,998
+16% +$112K 0.01% 57
2021
Q3 		$744K Sell
36,475
-2,639
-7% -$55.4K 0.15% 52
2021
Q2 		$850K Buy
39,114
+5,491
+16% +$125K 0.19% 48
2021
Q1 		$769K Buy
33,623
+8,176
+32% +$181K 0.2% 47
2020
Q4 		$553K Buy
25,447
+8,537
+50% +$184K 0.15% 60
2020
Q3 		$364K Buy
16,910
+5,281
+45% +$118K 0.12% 66
2020
Q2 		$265K Buy
11,629
+1,416
+14% +$32.2K 0.12% 79
2020
Q1 		$225K Buy
10,213
+374
+4% +$10.2K 0.16% 82
2019
Q4 		$290K Sell
9,839
-103
-1% -$2.97K 0.18% 76
2019
Q3 		$284K Buy
9,942
+102
+1% +$2.7K 0.2% 76
2019
Q2 		$249K Buy
9,840
+197
+2% +$4.72K 0.19% 83
2019
Q1 		$228K Sell
9,643
-999
-9% -$23K 0.2% 84
2018
Q4 		$229K Buy
+10,642
New +$248K 0.24% 75

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foresight Wealth Management's T Position: Q4 2022 in Review

Foresight Wealth Management sold out of AT&T (T) in Q4 2022, closing a stake of 57,533 shares — an estimated $883K sold.

Foresight Wealth Management first reported a position in T in Q4 2018 and held it in 16 quarters. The position peaked at $978K in Q1 2022. 2,418 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Foresight Wealth Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 57,533 AT&T shares in Q4 2022, an estimated $883K.
  • Foresight Wealth Management first reported a position in AT&T in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's AT&T position peaked at $978K in Q1 2022.
  • 2,418 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.