Insight Wealth Strategies’s AT&T T Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-15,971	Closed	-$365K	–	231
2021 Q1	$365K	Buy	15,971 +362	+2%	+$8K	0.05%	160
2020 Q4	$339K	Sell	15,609 -1,509	-9%	-$32.5K	0.06%	151
2020 Q3	$369K	Sell	17,118 -17	-0.1%	-$380	0.07%	126
2020 Q2	$391K	Buy	17,135 +683	+4%	+$15.6K	0.09%	104
2020 Q1	$362K	Buy	16,452 +2,334	+17%	+$63.8K	0.1%	102
2019 Q4	$417K	Buy	14,118 +4,568	+48%	+$132K	0.09%	148
2019 Q3	$273K	Buy	+9,550	New	+$253K	0.06%	163

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Insight Wealth Strategies's T Position: Q2 2021 in Review

Insight Wealth Strategies sold out of AT&T (T) in Q2 2021, closing a stake of 15,971 shares — an estimated $365K sold.

Insight Wealth Strategies first reported a position in T in Q3 2019 and held it in 7 quarters. The position peaked at $417K in Q4 2019. 2,561 funds tracked by Wall St. Rank hold T as of Q2 2021.

Insight Wealth Strategies reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 15,971 AT&T shares in Q2 2021, an estimated $365K.
Insight Wealth Strategies first reported a position in AT&T in Q3 2019 and held it in 7 quarters.
Insight Wealth Strategies's AT&T position peaked at $417K in Q4 2019.
2,561 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.