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FormulaFolio Investments’s AT&T T Stock Holding History

FormulaFolio Investments’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
Q2 		$37K Buy
1,681
+260
+18% +$5.91K 0.01% 160
2021
Q1 		$35K Sell
1,421
-302,626
-100% -$6.69M 0.01% 161
2020
Q4 		$6.61M Buy
304,047
+218,305
+255% +$4.71M 0.14% 121
2020
Q3 		$1.85M Buy
85,742
+4,692
+6% +$105K 0.07% 106
2020
Q2 		$1.85M Buy
81,050
+4,712
+6% +$107K 0.08% 96
2020
Q1 		$1.68M Sell
76,338
-5,334
-7% -$146K 0.09% 82
2019
Q4 		$2.41M Sell
81,672
-10,850
-12% -$313K 0.09% 109
2019
Q3 		$2.64M Buy
92,522
+7,074
+8% +$187K 0.1% 96
2019
Q2 		$2.16M Buy
85,448
+6,989
+9% +$168K 0.09% 91
2019
Q1 		$1.86M Buy
78,459
+432
+0.6% +$9.94K 0.08% 90
2018
Q4 		$1.98M Hold
78,027
– – 0.09% 82
2018
Q3 		$1.98M Sell
78,027
-18,878
-19% -$462K 0.09% 82
2018
Q2 		$2.35M Buy
96,905
+28,407
+41% +$713K 0.11% 69
2018
Q1 		$1.84M Sell
68,498
-2,923
-4% -$81.4K 0.11% 65
2017
Q4 		$2.1M Buy
71,421
+4,722
+7% +$129K 0.14% 63
2017
Q3 		$1.97M Sell
66,699
-3,186
-5% -$90.4K 0.15% 45
2017
Q2 		$1.99M Sell
69,885
-8,305
-11% -$245K 0.18% 38
2017
Q1 		$2.45M Buy
78,190
+12,853
+20% +$404K 0.27% 27
2016
Q4 		$2.1M Buy
65,337
+19,867
+44% +$586K 0.28% 26
2016
Q3 		$1.4M Sell
45,470
-2,444
-5% -$77.2K 0.21% 38
2016
Q2 		$1.56M Sell
47,914
-6,144
-11% -$183K 0.27% 34
2016
Q1 		$1.6M Buy
54,058
+20,040
+59% +$555K 0.28% 30
2015
Q4 		$884K Buy
34,018
+1,307
+4% +$33.2K 0.22% 36
2015
Q3 		$805K Buy
32,711
+8,316
+34% +$212K 0.26% 27
2015
Q2 		$654K Buy
24,395
+5,226
+27% +$135K 0.18% 52
2015
Q1 		$473K Sell
19,169
-86
-0.4% -$2.19K 0.15% 55
2014
Q4 		$489K Buy
+19,255
New +$500K 0.19% 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
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FormulaFolio Investments's T Position: Q2 2021 in Review

FormulaFolio Investments increased its AT&T (T) stake by 18% in Q2 2021, buying an estimated $5.91K and bringing the position to 1,681 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #160.

FormulaFolio Investments first reported a position in T in Q4 2014 and has held it in 27 quarters since. The position peaked at $6.61M in Q4 2020. 2,561 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • FormulaFolio Investments held 1,681 shares of AT&T worth $37K as of Q2 2021.
  • FormulaFolio Investments bought 260 AT&T shares in Q2 2021, an estimated $5.91K.
  • AT&T made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #160 holding.
  • FormulaFolio Investments first reported a position in AT&T in Q4 2014 and has held it in 27 quarters since.
  • FormulaFolio Investments's AT&T position peaked at $6.61M in Q4 2020.
  • 2,561 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.