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HC Financial Advisors’s AT&T T Stock Holding History

HC Financial Advisors’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
Q1 		– Sell
-2,803
Closed -$52K – 338
2021
Q4 		$52K Buy
2,803
+2,648
+1,708% +$49.5K 0.03% 136
2021
Q3 		$3K Sell
155
-2,602
-94% -$54.7K ﹤0.01% 293
2021
Q2 		$60K Sell
2,757
-2,041
-43% -$46.4K 0.04% 124
2021
Q1 		$110K Sell
4,798
-1,993
-29% -$44.1K 0.07% 96
2020
Q4 		$148K Buy
6,791
+1,194
+21% +$25.7K 0.09% 87
2020
Q3 		$121K Buy
5,597
+482
+9% +$10.8K 0.09% 85
2020
Q2 		$117K Sell
5,115
-3,911
-43% -$89.1K 0.09% 79
2020
Q1 		$199K Buy
9,026
+198
+2% +$5.41K 0.18% 65
2019
Q4 		$261K Buy
+8,828
New +$255K 0.21% 67
2018
Q4 		– Sell
-10,209
Closed -$259K – 62
2018
Q3 		$259K Sell
10,209
-62,591
-86% -$1.53M 0.23% 63
2018
Q2 		$1.77M Buy
72,800
+36,214
+99% +$909K 1.72% 25
2018
Q1 		$985K Sell
36,586
-2,104
-5% -$58.6K 0.97% 44
2017
Q4 		$1.14M Buy
+38,690
New +$1.06M 1.1% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HC Financial Advisors's T Position: Q1 2022 in Review

HC Financial Advisors sold out of AT&T (T) in Q1 2022, closing a stake of 2,803 shares — an estimated $52K sold.

HC Financial Advisors first reported a position in T in Q4 2017 and held it in 13 quarters. The position peaked at $1.77M in Q2 2018. 2,501 funds tracked by Wall St. Rank hold T as of Q1 2022.

  • HC Financial Advisors reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
  • HC Financial Advisors sold 2,803 AT&T shares in Q1 2022, an estimated $52K.
  • HC Financial Advisors first reported a position in AT&T in Q4 2017 and held it in 13 quarters.
  • HC Financial Advisors's AT&T position peaked at $1.77M in Q2 2018.
  • 2,501 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.