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Genovese Burford & Brothers Wealth & Retirement Plan Management’s AT&T T Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$1.04M Buy
47,918
+3,451
+8% +$74.4K 0.26% 35
2020
Q3 		$957K Sell
44,467
-140
-0.3% -$3.13K 0.27% 30
2020
Q2 		$1.02M Sell
44,607
-39,790
-47% -$906K 0.3% 23
2020
Q1 		$1.86M Sell
84,397
-695
-0.8% -$19K 0.52% 14
2019
Q4 		$2.51M Sell
85,092
-1,181
-1% -$34.1K 0.58% 16
2019
Q3 		$2.47M Buy
86,273
+745
+0.9% +$19.7K 0.62% 17
2019
Q2 		$2.17M Sell
85,528
-1,976
-2% -$47.4K 0.58% 17
2019
Q1 		$2.07M Sell
87,504
-7,400
-8% -$170K 0.59% 17
2018
Q4 		$2.05M Buy
94,904
+8,635
+10% +$201K 0.66% 16
2018
Q3 		$2.19M Buy
86,269
+2,595
+3% +$63.6K 0.75% 10
2018
Q2 		$2.03M Buy
83,674
+2,603
+3% +$65.3K 0.73% 8
2018
Q1 		$2.18M Buy
81,071
+19,120
+31% +$532K 0.79% 7
2017
Q4 		$1.75M Buy
61,951
+4,767
+8% +$130K 4.58% 4
2017
Q3 		$1.69M Buy
57,184
+232
+0.4% +$6.59K 0.69% 9
2017
Q2 		$1.62M Sell
56,952
-6,671
-10% -$197K 0.64% 11
2017
Q1 		$2M Sell
63,623
-63,100
-50% -$1.99M 0.81% 9
2016
Q4 		$4.07M Buy
126,723
+65,855
+108% +$1.94M 1.1% 9
2016
Q3 		$1.87M Buy
60,868
+475
+0.8% +$15K 0.74% 10
2016
Q2 		$1.97M Buy
60,393
+3,048
+5% +$90.7K 0.8% 11
2016
Q1 		$1.7M Sell
57,345
-311
-0.5% -$8.61K 0.8% 12
2015
Q4 		$1.5M Buy
+57,656
New +$1.46M 0.73% 14

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's T Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its AT&T (T) stake by 7.8% in Q4 2020, buying an estimated $74.4K and bringing the position to 47,918 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #35.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in T in Q4 2015 and has held it in 21 quarters since. The position peaked at $4.07M in Q4 2016. 2,595 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 47,918 shares of AT&T worth $1.04M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 3,451 AT&T shares in Q4 2020, an estimated $74.4K.
  • AT&T made up 0.26% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #35 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AT&T in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's AT&T position peaked at $4.07M in Q4 2016.
  • 2,595 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.