Heritage Wealth Management (Arizona)’s AT&T T Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$207K	Buy	11,252 +6,642	+144%	+$119K	0.03%	327
2022 Q3	$71K	Buy	4,610 +365	+9%	+$6.64K	0.02%	362
2022 Q2	$89K	Sell	4,245 -1,783	-30%	-$35.6K	0.03%	350
2022 Q1	$108K	Buy	+6,028	New	+$112K	0.03%	360
2021 Q3	$101K	Hold	4,929	–	–	0.04%	339
2021 Q2	$107K	Sell	4,929 -3,301	-40%	-$75.1K	0.04%	327
2021 Q1	$188K	Buy	+8,230	New	+$182K	0.11%	173

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Heritage Wealth Management (Arizona)'s T Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its AT&T (T) stake by 144% in Q4 2022, buying an estimated $119K and bringing the position to 11,252 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #327.

Heritage Wealth Management (Arizona) first reported a position in T in Q1 2021 and has held it in 7 quarters since. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Heritage Wealth Management (Arizona) held 11,252 shares of AT&T worth $207K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,642 AT&T shares in Q4 2022, an estimated $119K.
AT&T made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #327 holding.
Heritage Wealth Management (Arizona) first reported a position in AT&T in Q1 2021 and has held it in 7 quarters since.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.