Joseph P. Lucia & Associates’s AT&T T Stock Holding History

Joseph P. Lucia & Associates’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	–	Sell	-10,152	Closed	-$195K	–	119
2023 Q1	$195K	Sell	10,152 -83	-0.8%	-$1.59K	0.14%	115
2022 Q4	$188K	Buy	+10,235	New	+$183K	0.14%	110
2022 Q3	–	Sell	-3,029	Closed	-$64K	–	404
2022 Q2	$64K	Sell	3,029 -1,022	-25%	-$20.4K	0.05%	166
2022 Q1	$72K	Buy	+4,051	New	+$75K	0.04%	172
2021 Q4	–	Sell	-3,562	Closed	-$73K	–	504
2021 Q3	$73K	Sell	3,562 -87	-2%	-$1.83K	0.04%	189
2021 Q2	$79K	Sell	3,649 -1,726	-32%	-$39.3K	0.05%	190
2021 Q1	$123K	Buy	5,375 +397	+8%	+$8.78K	0.05%	141
2020 Q4	$108K	Buy	+4,978	New	+$107K	0.08%	143
2020 Q3	–	Sell	-6,682	Closed	-$153K	–	408
2020 Q2	$153K	Buy	6,682 +46	+0.7%	+$1.05K	0.14%	103
2020 Q1	$146K	Buy	6,636 +637	+11%	+$17.4K	0.16%	94
2019 Q4	$177K	Sell	5,999 -569	-9%	-$16.4K	0.16%	102
2019 Q3	$188K	Buy	6,568 +180	+3%	+$4.77K	0.19%	93
2019 Q2	$162K	Sell	6,388 -175,963	-96%	-$4.22M	0.17%	92
2019 Q1	$4.25K	Buy	+182,351	New	+$4.19M	0.32%	59

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

Joseph P. Lucia & Associates's T Position: Q2 2023 in Review

Joseph P. Lucia & Associates sold out of AT&T (T) in Q2 2023, closing a stake of 10,152 shares — an estimated $195K sold.

Joseph P. Lucia & Associates first reported a position in T in Q1 2019 and held it in 14 quarters. The position peaked at $195K in Q1 2023. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Joseph P. Lucia & Associates reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Joseph P. Lucia & Associates sold 10,152 AT&T shares in Q2 2023, an estimated $195K.
Joseph P. Lucia & Associates first reported a position in AT&T in Q1 2019 and held it in 14 quarters.
Joseph P. Lucia & Associates's AT&T position peaked at $195K in Q1 2023.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.