JBJ Investment Partners’s AT&T T Stock Holding History

JBJ Investment Partners’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 Q4	$401K	Sell	21,608 -13,789	-39%	-$258K	0.08%	44
2021 Q3	$722K	Sell	35,397 -689	-2%	-$14.5K	0.15%	38
2021 Q2	$784K	Sell	36,086 -7,753	-18%	-$176K	0.16%	36
2021 Q1	$1M	Sell	43,839 -11,242	-20%	-$249K	0.22%	32
2020 Q4	$1.2M	Sell	55,081 -20,608	-27%	-$444K	0.27%	29
2020 Q3	$1.63M	Buy	75,689 +9,202	+14%	+$206K	0.43%	26
2020 Q2	$1.52M	Buy	66,487 +45,353	+215%	+$1.03M	0.43%	29
2020 Q1	$465K	Sell	21,134 -1,022	-5%	-$27.9K	0.17%	28
2019 Q4	$654K	Buy	22,156 +5,188	+31%	+$150K	0.2%	23
2019 Q3	$485K	Sell	16,968 -580	-3%	-$15.4K	0.16%	26
2019 Q2	$444K	Buy	17,548 +12,996	+286%	+$312K	0.16%	25
2019 Q1	$108K	Buy	+4,552	New	+$105K	0.04%	63

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JBJ Investment Partners's T Position: Q4 2021 in Review

JBJ Investment Partners reduced its AT&T (T) stake by 39% in Q4 2021, selling an estimated $258K and leaving 21,608 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #44.

JBJ Investment Partners first reported a position in T in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.63M in Q3 2020. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

JBJ Investment Partners held 21,608 shares of AT&T worth $401K as of Q4 2021.
JBJ Investment Partners sold 13,789 AT&T shares in Q4 2021, an estimated $258K.
AT&T made up 0.08% of JBJ Investment Partners's portfolio in Q4 2021, its #44 holding.
JBJ Investment Partners first reported a position in AT&T in Q1 2019 and has held it in 12 quarters since.
JBJ Investment Partners's AT&T position peaked at $1.63M in Q3 2020.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.