IronBridge Private Wealth’s AT&T T Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-1,456	Closed	-$27K	–	268
2021 Q4	$27K	Buy	1,456 +132	+10%	+$2.47K	0.01%	111
2021 Q3	$27K	Hold	1,324	–	–	0.01%	82
2021 Q2	$29K	Hold	1,324	–	–	0.02%	86
2021 Q1	$30K	Buy	+1,324	New	+$29.3K	0.02%	85

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

IronBridge Private Wealth's T Position: Q1 2022 in Review

IronBridge Private Wealth sold out of AT&T (T) in Q1 2022, closing a stake of 1,456 shares — an estimated $27K sold.

IronBridge Private Wealth first reported a position in T in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q1 2021. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

IronBridge Private Wealth reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 1,456 AT&T shares in Q1 2022, an estimated $27K.
IronBridge Private Wealth first reported a position in AT&T in Q1 2021 and held it in 4 quarters.
IronBridge Private Wealth's AT&T position peaked at $30K in Q1 2021.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.