JOYN Advisors’s AT&T T Stock Holding History

JOYN 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
2020 Q1	$840K	Buy	38,139 +4,096	+12%	+$112K	0.28%	27
2019 Q4	$1M	Buy	34,043 +470	+1%	+$13.6K	0.22%	27
2019 Q3	$960K	Sell	33,573 -2,930	-8%	-$77.6K	0.21%	28
2019 Q2	$923K	Buy	36,503 +12,557	+52%	+$301K	0.21%	34
2019 Q1	$567K	Sell	23,946 -7,605	-24%	-$175K	0.13%	41
2018 Q4	$680K	Buy	31,551 +138	+0.4%	+$3.21K	0.15%	43
2018 Q3	$797K	Buy	31,413 +2,711	+9%	+$66.4K	0.15%	37
2018 Q2	$696K	Buy	28,702 +21,846	+319%	+$548K	0.15%	41
2018 Q1	$185K	Sell	6,856 -2,204	-24%	-$61.3K	0.04%	139
2017 Q4	$266K	Buy	+9,060	New	+$247K	0.06%	134

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JOYN Advisors's T Position: Q1 2020 in Review

JOYN Advisors increased its AT&T (T) stake by 12% in Q1 2020, buying an estimated $112K and bringing the position to 38,139 shares worth $840K. The position accounts for 0.28% of the portfolio, ranked #27.

JOYN Advisors first reported a position in T in Q4 2017 and has held it in 10 quarters since. The position peaked at $1M in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

JOYN Advisors held 38,139 shares of AT&T worth $840K as of Q1 2020.
JOYN Advisors bought 4,096 AT&T shares in Q1 2020, an estimated $112K.
AT&T made up 0.28% of JOYN Advisors's portfolio in Q1 2020, its #27 holding.
JOYN Advisors first reported a position in AT&T in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's AT&T position peaked at $1M in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.