HWP
T icon

Hefty Wealth Partners’s AT&T T Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$52K Sell
1,920
-10,793
-85% -$300K 0.03% 141
2017
Q4 		$373K Sell
12,713
-11,708
-48% -$320K 0.23% 76
2017
Q3 		$722K Buy
24,421
+38
+0.2% +$1.08K 0.48% 59
2017
Q2 		$694K Buy
24,383
+21,673
+800% +$639K 0.47% 63
2017
Q1 		$85K Buy
2,710
+100
+4% +$3.15K 0.06% 101
2016
Q4 		$83K Sell
2,610
-46,544
-95% -$1.37M 0.07% 91
2016
Q3 		$1.51M Buy
49,154
+48,816
+14,443% +$1.54M 1.14% 26
2016
Q2 		$11K Sell
338
-49,256
-99% -$1.47M 0.01% 141
2016
Q1 		$1.47M Buy
49,594
+9,289
+23% +$257K 1.37% 25
2015
Q4 		$1.05M Buy
+40,305
New +$1.02M 1% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM