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Lenox Wealth Management’s AT&T T Stock Holding History

Lenox 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
2020
Q2 		$44K Sell
1,933
-249
-11% -$5.67K 0.01% 266
2020
Q1 		$48K Buy
2,182
+37
+2% +$1.01K 0.02% 247
2019
Q4 		$63K Sell
2,145
-1,428
-40% -$41.2K 0.02% 255
2019
Q3 		$102K Sell
3,573
-3,589
-50% -$95.1K 0.03% 205
2019
Q2 		$181K Buy
7,162
+408
+6% +$9.79K 0.05% 138
2019
Q1 		$160K Hold
6,754
– – 0.05% 139
2018
Q4 		$146K Sell
6,754
-884
-12% -$20.6K 0.05% 134
2018
Q3 		$194K Buy
7,638
+4,954
+185% +$121K 0.06% 145
2018
Q2 		$65K Buy
2,684
+424
+19% +$10.6K 0.02% 205
2018
Q1 		$60K Buy
2,260
+352
+18% +$9.8K 0.02% 193
2017
Q4 		$56K Sell
1,908
-375
-16% -$10.2K 0.02% 196
2017
Q3 		$67K Buy
2,283
+813
+55% +$23.1K 0.02% 196
2017
Q2 		$42K Sell
1,470
-2,797
-66% -$82.4K 0.02% 220
2017
Q1 		$134K Sell
4,267
-1,164
-21% -$36.6K 0.1% 50
2016
Q4 		$174K Buy
5,431
+86
+2% +$2.54K 0.13% 35
2016
Q3 		$164K Sell
5,345
-3,001
-36% -$94.8K 0.13% 36
2016
Q2 		$272K Sell
8,346
-137
-2% -$4.08K 0.2% 22
2016
Q1 		$251K Buy
8,483
+3,354
+65% +$92.9K 0.17% 26
2015
Q4 		$133K Sell
5,129
-1,266
-20% -$32.1K 0.1% 50
2015
Q3 		$157K Buy
6,395
+3,875
+154% +$98.8K 0.13% 31
2015
Q2 		$68K Buy
2,520
+85
+3% +$2.2K 0.05% 70
2015
Q1 		$60K Buy
2,435
+199
+9% +$5.06K 0.04% 77
2014
Q4 		$56K Hold
2,236
– – 0.04% 78
2014
Q3 		$60K Buy
2,236
+50
+2% +$1.33K 0.04% 78
2014
Q2 		$58K Buy
2,186
+1,897
+656% +$50.8K 0.04% 79
2014
Q1 		$17K Sell
289
-6,062
-95% -$152K 0.01% 126
2013
Q4 		$169K Buy
+6,351
New +$167K 0.11% 57

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's T Position: Q2 2020 in Review

Lenox Wealth Management reduced its AT&T (T) stake by 11% in Q2 2020, selling an estimated $5.67K and leaving 1,933 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #266.

Lenox Wealth Management first reported a position in T in Q4 2013 and has held it in 27 quarters since. The position peaked at $272K in Q2 2016. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • Lenox Wealth Management held 1,933 shares of AT&T worth $44K as of Q2 2020.
  • Lenox Wealth Management sold 249 AT&T shares in Q2 2020, an estimated $5.67K.
  • AT&T made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #266 holding.
  • Lenox Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's AT&T position peaked at $272K in Q2 2016.
  • 2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.