Kerntke Otto McGlone Wealth Management Group’s AT&T T Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-23,181	Closed	-$504K	–	117
2021 Q2	$504K	Sell	23,181 -9,629	-29%	-$219K	0.2%	78
2021 Q1	$750K	Sell	32,810 -2,479	-7%	-$54.8K	0.39%	51
2020 Q4	$767K	Sell	35,289 -3,843	-10%	-$82.9K	0.45%	50
2020 Q3	$843K	Buy	39,132 +1,681	+4%	+$37.6K	0.62%	41
2020 Q2	$855K	Buy	37,451 +3,555	+10%	+$81K	0.78%	33
2020 Q1	$746K	Sell	33,896 -270	-0.8%	-$7.38K	0.84%	32
2019 Q4	$1.01M	Buy	+34,166	New	+$987K	0.85%	31

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

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

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

Kerntke Otto McGlone Wealth Management Group's T Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of AT&T (T) in Q3 2021, closing a stake of 23,181 shares — an estimated $504K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in T in Q4 2019 and held it in 7 quarters. The position peaked at $1.01M in Q4 2019. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 23,181 AT&T shares in Q3 2021, an estimated $504K.
Kerntke Otto McGlone Wealth Management Group first reported a position in AT&T in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's AT&T position peaked at $1.01M in Q4 2019.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.