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Laurel Wealth Advisors (California)’s AT&T T Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.74M Sell
94,226
-707
-0.7% -$12.7K 0.17% 137
2022
Q3 		$1.46M Sell
94,933
-3,170
-3% -$57.7K 0.16% 147
2022
Q2 		$2.06M Sell
98,103
-29,982
-23% -$598K 0.21% 112
2022
Q1 		$2.29M Sell
128,085
-7,816
-6% -$145K 0.19% 116
2021
Q4 		$2.52M Buy
135,901
+7,346
+6% +$137K 0.2% 119
2021
Q3 		$2.62M Sell
128,555
-15,327
-11% -$322K 0.48% 39
2021
Q2 		$3.13M Sell
143,882
-6,616
-4% -$150K 0.41% 53
2021
Q1 		$3.44M Buy
150,498
+5,637
+4% +$125K 0.52% 39
2020
Q4 		$3.15M Sell
144,861
-7,271
-5% -$157K 0.46% 51
2020
Q3 		$3.28M Sell
152,132
-26,408
-15% -$590K 0.54% 47
2020
Q2 		$4.08M Sell
178,540
-10,465
-6% -$238K 0.75% 33
2020
Q1 		$4.16M Sell
189,005
-13,302
-7% -$363K 0.96% 20
2019
Q4 		$5.97M Sell
202,307
-28,838
-12% -$833K 1% 14
2019
Q3 		$6.61M Buy
231,145
+35,407
+18% +$938K 1.13% 10
2019
Q2 		$4.95M Sell
195,738
-838
-0.4% -$20.1K 1.09% 18
2019
Q1 		$4.66M Buy
196,576
+1,511
+0.8% +$34.8K 1.15% 14
2018
Q4 		$4.2M Sell
195,065
-6,060
-3% -$141K 1.24% 14
2018
Q3 		$5.1M Buy
201,125
+31,538
+19% +$773K 1.25% 11
2018
Q2 		$4.4M Buy
169,587
+20,730
+14% +$520K 1.17% 14
2018
Q1 		$4.01M Sell
148,857
-8,679
-6% -$242K 1.24% 14
2017
Q4 		$4.63M Buy
157,536
+28,658
+22% +$783K 1.33% 12
2017
Q3 		$3.81M Buy
128,878
+3,262
+3% +$92.6K 1.28% 14
2017
Q2 		$3.58M Buy
125,616
+20,543
+20% +$606K 1.27% 13
2017
Q1 		$3.3M Buy
105,073
+8,608
+9% +$271K 1.27% 14
2016
Q4 		$3.1M Sell
96,465
-10,541
-10% -$311K 1.37% 13
2016
Q3 		$3.28M Sell
107,006
-4,381
-4% -$138K 1.55% 11
2016
Q2 		$3.63M Buy
111,387
+8,552
+8% +$255K 1.75% 8
2016
Q1 		$3.04M Sell
102,835
-8,736
-8% -$242K 1.53% 11
2015
Q4 		$2.9M Buy
+111,571
New +$2.83M 1.5% 12

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s T Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its AT&T (T) stake by 0.74% in Q4 2022, selling an estimated $12.7K and leaving 94,226 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #137.

Laurel Wealth Advisors (California) first reported a position in T in Q4 2015 and has held it in 29 quarters since. The position peaked at $6.61M in Q3 2019. 2,418 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Laurel Wealth Advisors (California) held 94,226 shares of AT&T worth $1.74M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 707 AT&T shares in Q4 2022, an estimated $12.7K.
  • AT&T made up 0.17% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #137 holding.
  • Laurel Wealth Advisors (California) first reported a position in AT&T in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s AT&T position peaked at $6.61M in Q3 2019.
  • 2,418 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.