FFW
T icon

Fusion Family Wealth’s AT&T T Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-6,861
Closed -$148K – 234
2018
Q4 		$148K Buy
6,861
+24
+0.4% +$559 0.04% 70
2018
Q3 		$173K Buy
6,837
+24
+0.4% +$588 0.05% 64
2018
Q2 		$165K Buy
6,813
+21
+0.3% +$527 0.05% 69
2018
Q1 		$183K Buy
6,792
+18
+0.3% +$501 0.06% 56
2017
Q4 		$199K Buy
6,774
+650
+11% +$17.7K 0.05% 70
2017
Q3 		$181K Buy
6,124
+4,751
+346% +$135K 0.06% 50
2017
Q2 		$39K Sell
1,373
-94
-6% -$2.77K 0.01% 135
2017
Q1 		$46K Sell
1,467
-947
-39% -$29.8K 0.02% 124
2016
Q4 		$75K Buy
+2,414
New +$71.2K 0.04% 105

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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