HPWM
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Highland Private Wealth Management’s AT&T T Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-10,406
Closed -$159K – 144
2022
Q3 		$159K Sell
10,406
-9,458
-48% -$172K 0.03% 178
2022
Q2 		$416K Buy
19,864
+3,899
+24% +$77.8K 0.06% 99
2022
Q1 		$285K Buy
+15,965
New +$295K 0.04% 139
2021
Q4 		– Sell
-15,574
Closed -$318K – 194
2021
Q3 		$318K Sell
15,574
-1,782
-10% -$37.4K 0.04% 127
2021
Q2 		$377K Sell
17,356
-221
-1% -$5.03K 0.06% 108
2021
Q1 		$402K Buy
17,577
+1,003
+6% +$22.2K 0.07% 101
2020
Q4 		$360K Sell
16,574
-9,245
-36% -$199K 0.06% 99
2020
Q3 		$556K Sell
25,819
-3,480
-12% -$77.8K 0.11% 67
2020
Q2 		$669K Buy
29,299
+760
+3% +$17.3K 0.14% 57
2020
Q1 		$628K Buy
28,539
+3,801
+15% +$104K 0.17% 54
2019
Q4 		$730K Buy
24,738
+1,111
+5% +$32.1K 0.17% 53
2019
Q3 		$675K Buy
23,627
+1,212
+5% +$32.1K 0.19% 51
2019
Q2 		$567K Buy
22,415
+8,547
+62% +$205K 0.16% 56
2019
Q1 		$329K Buy
13,868
+966
+7% +$22.2K 0.1% 78
2018
Q4 		$278K Sell
12,902
-861
-6% -$20K 0.1% 75
2018
Q3 		$349K Sell
13,763
-4,617
-25% -$113K 0.12% 74
2018
Q2 		$445K Buy
+18,380
New +$461K 0.16% 53
2018
Q1 		– Sell
-12,867
Closed -$378K – 154
2017
Q4 		$378K Sell
12,867
-368
-3% -$10K 0.15% 58
2017
Q3 		$391K Sell
13,235
-1,565
-11% -$44.4K 0.17% 54
2017
Q2 		$422K Sell
14,800
-137
-0.9% -$4.04K 0.2% 45
2017
Q1 		$469K Sell
14,937
-596
-4% -$18.8K 0.24% 37
2016
Q4 		$499K Buy
15,533
+1,164
+8% +$34.3K 0.26% 36
2016
Q3 		$441K Buy
14,369
+176
+1% +$5.56K 0.23% 38
2016
Q2 		$464K Buy
14,193
+79
+0.6% +$2.35K 0.26% 35
2016
Q1 		$417K Buy
+14,114
New +$391K 0.25% 37

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
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Highland Private Wealth Management's T Position: Q4 2022 in Review

Highland Private Wealth Management sold out of AT&T (T) in Q4 2022, closing a stake of 10,406 shares — an estimated $159K sold.

Highland Private Wealth Management first reported a position in T in Q1 2016 and held it in 25 quarters. The position peaked at $730K in Q4 2019. 2,418 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Highland Private Wealth Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 10,406 AT&T shares in Q4 2022, an estimated $159K.
  • Highland Private Wealth Management first reported a position in AT&T in Q1 2016 and held it in 25 quarters.
  • Highland Private Wealth Management's AT&T position peaked at $730K in Q4 2019.
  • 2,418 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.