Lucia Wealth Services’s AT&T T Stock Holding History

Lucia Wealth Services’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 Q3	$54K	Sell	2,508 -1,485	-37%	-$33.2K	0.01%	158
2020 Q2	$91K	Sell	3,993 -397	-9%	-$9.04K	0.02%	143
2020 Q1	$97K	Buy	4,390 +3,295	+301%	+$90K	0.03%	147
2019 Q4	$32K	Buy	1,095 +128	+13%	+$3.7K	0.01%	161
2019 Q3	$28K	Sell	967 -1,570	-62%	-$41.6K	0.01%	147
2019 Q2	$64K	Sell	2,537 -209	-8%	-$5.01K	0.02%	140
2019 Q1	$65K	Sell	2,746 -15,744	-85%	-$362K	0.02%	155
2018 Q4	$399K	Sell	18,490 -25,514	-58%	-$594K	0.19%	84
2018 Q3	$1.12M	Buy	44,004 +8,962	+26%	+$220K	0.35%	69
2018 Q2	$850K	Buy	35,042 +11,281	+47%	+$283K	0.37%	64
2018 Q1	$640K	Buy	23,761 +6,609	+39%	+$184K	0.21%	93
2017 Q4	$504K	Buy	+17,152	New	+$468K	0.22%	80

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucia Wealth Services's T Position: Q3 2020 in Review

Lucia Wealth Services reduced its AT&T (T) stake by 37% in Q3 2020, selling an estimated $33.2K and leaving 2,508 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #158.

Lucia Wealth Services first reported a position in T in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2018. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Lucia Wealth Services held 2,508 shares of AT&T worth $54K as of Q3 2020.
Lucia Wealth Services sold 1,485 AT&T shares in Q3 2020, an estimated $33.2K.
AT&T made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #158 holding.
Lucia Wealth Services first reported a position in AT&T in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's AT&T position peaked at $1.12M in Q3 2018.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.