Harvest Group Wealth Management’s AT&T T Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-7,625	Closed	-$166K	–	634
2020 Q4	$166K	Sell	7,625 -206	-3%	-$4.44K	0.1%	45
2020 Q3	$169K	Buy	7,831 +22	+0.3%	+$492	0.12%	43
2020 Q2	$178K	Sell	7,809 -477	-6%	-$10.9K	0.15%	37
2020 Q1	$182K	Buy	8,286 +547	+7%	+$14.9K	0.18%	37
2019 Q4	$228K	Sell	7,739 -976	-11%	-$28.2K	0.2%	29
2019 Q3	$249K	Buy	8,715 +280	+3%	+$7.42K	0.31%	23
2019 Q2	$213K	Sell	8,435 -9,129	-52%	-$219K	0.27%	23
2019 Q1	$416K	Sell	17,564 -137	-0.8%	-$3.15K	0.38%	26
2018 Q4	$382K	Buy	+17,701	New	+$412K	0.49%	22
2018 Q2	–	Sell	-17,854	Closed	-$481K	–	44
2018 Q1	$481K	Buy	17,854 +461	+3%	+$12.8K	0.32%	29
2017 Q4	$511K	Buy	+17,393	New	+$475K	0.31%	29

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's T Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of AT&T (T) in Q1 2021, closing a stake of 7,625 shares — an estimated $166K sold.

Harvest Group Wealth Management first reported a position in T in Q4 2017 and held it in 11 quarters. The position peaked at $511K in Q4 2017. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

Harvest Group Wealth Management reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 7,625 AT&T shares in Q1 2021, an estimated $166K.
Harvest Group Wealth Management first reported a position in AT&T in Q4 2017 and held it in 11 quarters.
Harvest Group Wealth Management's AT&T position peaked at $511K in Q4 2017.
2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.