Lake Point Wealth Management’s AT&T T Stock Holding History

Lake Point Wealth Management’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 Q2	$25K	Sell	1,210 -391	-24%	-$7.8K	0.01%	103
2022 Q1	$29K	Sell	1,601 -4,508	-74%	-$83.4K	0.01%	94
2021 Q4	$113K	Buy	6,109 +487	+9%	+$9.1K	0.05%	41
2021 Q3	$115K	Sell	5,622 -319	-5%	-$6.7K	0.05%	36
2021 Q2	$129K	Buy	+5,941	New	+$135K	0.06%	36
2020 Q1	$220K	Buy	10,004 +120	+1%	+$3.28K	0.19%	23
2019 Q4	$292K	Buy	+9,884	New	+$285K	0.1%	33
2019 Q2	$118K	Hold	4,662	–	–	0.04%	63
2019 Q1	$118K	Sell	4,662 -42,012	-90%	-$966K	0.04%	63
2018 Q4	$1.01M	Buy	+46,674	New	+$1.09M	0.38%	52

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

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

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

Lake Point Wealth Management's T Position: Q2 2022 in Review

Lake Point Wealth Management reduced its AT&T (T) stake by 24% in Q2 2022, selling an estimated $7.8K and leaving 1,210 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #103.

Lake Point Wealth Management first reported a position in T in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2018. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Lake Point Wealth Management held 1,210 shares of AT&T worth $25K as of Q2 2022.
Lake Point Wealth Management sold 391 AT&T shares in Q2 2022, an estimated $7.8K.
AT&T made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #103 holding.
Lake Point Wealth Management first reported a position in AT&T in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's AT&T position peaked at $1.01M in Q4 2018.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.