Matrix Private Capital Group’s AT&T T Stock Holding History

Matrix Private Capital 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 Q4	–	Sell	-9,927	Closed	-$203K	–	271
2021 Q3	$203K	Buy	9,927 +315	+3%	+$6.62K	0.11%	168
2021 Q2	$209K	Sell	9,612 -1,247	-11%	-$28.4K	0.11%	166
2021 Q1	$248K	Sell	10,859 -587	-5%	-$13K	0.15%	150
2020 Q4	$249K	Sell	11,446 -711	-6%	-$15.3K	0.18%	127
2020 Q3	$262K	Sell	12,157 -316	-3%	-$7.06K	0.27%	93
2020 Q2	$285K	Sell	12,473 -1,531	-11%	-$34.9K	0.31%	88
2020 Q1	$308K	Sell	14,004 -3,891	-22%	-$106K	0.44%	71
2019 Q4	$528K	Buy	+17,895	New	+$517K	0.55%	59

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

Norges Bank Oslo, Norway $935B AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Matrix Private Capital Group's T Position: Q4 2021 in Review

Matrix Private Capital Group sold out of AT&T (T) in Q4 2021, closing a stake of 9,927 shares — an estimated $203K sold.

Matrix Private Capital Group first reported a position in T in Q4 2019 and held it in 8 quarters. The position peaked at $528K in Q4 2019. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Matrix Private Capital Group reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Matrix Private Capital Group sold 9,927 AT&T shares in Q4 2021, an estimated $203K.
Matrix Private Capital Group first reported a position in AT&T in Q4 2019 and held it in 8 quarters.
Matrix Private Capital Group's AT&T position peaked at $528K in Q4 2019.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Matrix Private Capital Group's 13F filing for Q4 2021, filed 14 Feb 2022.