Intercontinental Wealth Advisors’s AT&T T Stock Holding History

Intercontinental Wealth 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
2023 Q2	$688K	Buy	43,118 +3,303	+8%	+$56.3K	0.16%	143
2023 Q1	$766K	Buy	39,815 +3,070	+8%	+$58.7K	0.2%	123
2022 Q4	$676K	Sell	36,745 -4,841	-12%	-$86.7K	0.2%	115
2022 Q3	$638K	Sell	41,586 -2,515	-6%	-$45.8K	0.2%	113
2022 Q2	$924K	Sell	44,101 -2,477	-5%	-$49.4K	0.25%	91
2022 Q1	$831K	Sell	46,578 -595	-1%	-$11K	0.19%	106
2021 Q4	$876K	Sell	47,173 -698	-1%	-$13K	0.18%	110
2021 Q3	$977K	Sell	47,871 -8,976	-16%	-$189K	0.23%	89
2021 Q2	$1.24M	Sell	56,847 -3,372	-6%	-$76.7K	0.24%	78
2021 Q1	$1.38M	Buy	60,219 +2,087	+4%	+$46.1K	0.3%	62
2020 Q4	$1.26M	Sell	58,132 -3,378	-5%	-$72.8K	0.3%	64
2020 Q3	$1.32M	Buy	61,510 +4,055	+7%	+$90.6K	0.39%	44
2020 Q2	$1.31M	Buy	57,455 +2,015	+4%	+$45.9K	0.43%	42
2020 Q1	$1.22M	Buy	55,440 +18,706	+51%	+$511K	0.65%	32
2019 Q4	$1.05M	Sell	36,734 -29,933	-45%	-$864K	0.87%	23
2019 Q3	$1.91M	Buy	66,667 +1,419	+2%	+$37.6K	1.17%	16
2019 Q2	$1.65M	Sell	65,248 -1,952	-3%	-$46.8K	0.85%	21
2019 Q1	$1.59M	Sell	67,200 -1,960	-3%	-$45.1K	0.79%	26
2018 Q4	$1.49M	Sell	69,160 -4,454	-6%	-$104K	0.83%	25
2018 Q3	$1.87M	Sell	73,614 -547	-0.7%	-$13.4K	0.94%	25
2018 Q2	$1.8M	Sell	74,161 -1,671	-2%	-$41.9K	1%	23
2018 Q1	$2.04M	Sell	75,832 -12,235	-14%	-$341K	1.18%	20
2017 Q4	$2.59M	Sell	88,067 -7,755	-8%	-$212K	1.45%	13
2017 Q3	$2.83M	Sell	95,822 -3,066	-3%	-$87K	1.73%	13
2017 Q2	$2.82M	Sell	98,888 -15,713	-14%	-$463K	1.81%	12
2017 Q1	$3.6M	Sell	114,601 -429	-0.4%	-$13.5K	2.16%	13
2016 Q4	$3.69M	Sell	115,030 -3,816	-3%	-$113K	2.38%	8
2016 Q3	$3.65M	Sell	118,846 -2,055	-2%	-$65K	2.6%	9
2016 Q2	$3.95M	Sell	120,901 -4,641	-4%	-$138K	2.91%	7
2016 Q1	$3.71M	Sell	125,542 -13,675	-10%	-$379K	2.8%	7
2015 Q4	$3.62M	Buy	+139,217	New	+$3.53M	2.48%	10

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

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

Norges Bank Oslo, Norway $935B AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Intercontinental Wealth Advisors's T Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its AT&T (T) stake by 8.3% in Q2 2023, buying an estimated $56.3K and bringing the position to 43,118 shares worth $688K. The position accounts for 0.16% of the portfolio, ranked #143.

Intercontinental Wealth Advisors first reported a position in T in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.95M in Q2 2016. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.

Intercontinental Wealth Advisors held 43,118 shares of AT&T worth $688K as of Q2 2023.
Intercontinental Wealth Advisors bought 3,303 AT&T shares in Q2 2023, an estimated $56.3K.
AT&T made up 0.16% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #143 holding.
Intercontinental Wealth Advisors first reported a position in AT&T in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's AT&T position peaked at $3.95M in Q2 2016.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.