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

Marietta 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
Q4 		– Sell
-17,368
Closed -$374K – 108
2020
Q3 		$374K Buy
17,368
+2,240
+15% +$50.1K 0.12% 93
2020
Q2 		$345K Buy
15,128
+87
+0.6% +$1.98K 0.12% 97
2020
Q1 		$331K Buy
15,041
+69
+0.5% +$1.89K 0.13% 95
2019
Q4 		$442K Buy
14,972
+64
+0.4% +$1.85K 0.15% 94
2019
Q3 		$426K Sell
14,908
-3,443
-19% -$91.2K 0.16% 95
2019
Q2 		$464K Buy
18,351
+3,469
+23% +$83.2K 0.18% 92
2019
Q1 		$352K Sell
14,882
-15,988
-52% -$368K 0.14% 102
2018
Q4 		$665K Sell
30,870
-8,657
-22% -$202K 0.32% 78
2018
Q3 		$1M Buy
39,527
+1,426
+4% +$34.9K 0.44% 72
2018
Q2 		$924K Buy
38,101
+1,381
+4% +$34.7K 0.45% 71
2018
Q1 		$989K Buy
36,720
+154
+0.4% +$4.29K 0.52% 65
2017
Q4 		$1.07M Sell
36,566
-3,079
-8% -$84.1K 0.58% 63
2017
Q3 		$1.17M Buy
39,645
+4,023
+11% +$114K 0.66% 62
2017
Q2 		$1.01M Buy
35,622
+4,673
+15% +$138K 0.62% 63
2017
Q1 		$971K Buy
30,949
+1,579
+5% +$49.7K 0.64% 58
2016
Q4 		$943K Buy
+29,370
New +$867K 0.75% 53

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Marietta Wealth Management's T Position: Q4 2020 in Review

Marietta Wealth Management sold out of AT&T (T) in Q4 2020, closing a stake of 17,368 shares — an estimated $374K sold.

Marietta Wealth Management first reported a position in T in Q4 2016 and held it in 16 quarters. The position peaked at $1.17M in Q3 2017. 2,597 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • Marietta Wealth Management reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
  • Marietta Wealth Management sold 17,368 AT&T shares in Q4 2020, an estimated $374K.
  • Marietta Wealth Management first reported a position in AT&T in Q4 2016 and held it in 16 quarters.
  • Marietta Wealth Management's AT&T position peaked at $1.17M in Q3 2017.
  • 2,597 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Marietta Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.