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Lighthouse Financial Advisors’s AT&T T Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$233K Sell
10,191
-95,336
-90% -$2.11M 0.07% 98
2020
Q4 		$2.29M Buy
105,527
+7,658
+8% +$165K 0.78% 48
2020
Q3 		$2.11M Sell
97,869
-1,373
-1% -$30.7K 0.8% 41
2020
Q2 		$2.26M Buy
99,242
+4,373
+5% +$99.6K 0.95% 30
2020
Q1 		$2.08M Buy
94,869
+11,100
+13% +$303K 1.27% 17
2019
Q4 		$2.47M Buy
+83,769
New +$2.42M 1.16% 13

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's T Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its AT&T (T) stake by 90% in Q1 2021, selling an estimated $2.11M and leaving 10,191 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #98.

Lighthouse Financial Advisors first reported a position in T in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2019. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

  • Lighthouse Financial Advisors held 10,191 shares of AT&T worth $233K as of Q1 2021.
  • Lighthouse Financial Advisors sold 95,336 AT&T shares in Q1 2021, an estimated $2.11M.
  • AT&T made up 0.07% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #98 holding.
  • Lighthouse Financial Advisors first reported a position in AT&T in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's AT&T position peaked at $2.47M in Q4 2019.
  • 2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.