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Levy Wealth Management Group’s AT&T T Stock Holding History

Levy 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
-10,176
Closed -$221K – 69
2021
Q2 		$221K Buy
10,176
+6
+0.1% +$136 0.13% 64
2021
Q1 		$233K Sell
10,170
-324
-3% -$7.16K 0.15% 56
2020
Q4 		$228K Buy
+10,494
New +$226K 0.16% 51

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Levy Wealth Management Group's T Position: Q3 2021 in Review

Levy Wealth Management Group sold out of AT&T (T) in Q3 2021, closing a stake of 10,176 shares — an estimated $221K sold.

Levy Wealth Management Group first reported a position in T in Q4 2020 and held it in 3 quarters. The position peaked at $233K in Q1 2021. 2,488 funds tracked by Wall St. Rank hold T as of Q3 2021.

  • Levy Wealth Management Group reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
  • Levy Wealth Management Group sold 10,176 AT&T shares in Q3 2021, an estimated $221K.
  • Levy Wealth Management Group first reported a position in AT&T in Q4 2020 and held it in 3 quarters.
  • Levy Wealth Management Group's AT&T position peaked at $233K in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Levy Wealth Management Group's 13F filing for Q3 2021, filed 26 Oct 2021.