McCarthy Asset Management’s AT&T T Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-1,221	Closed	-$22K	–	254
2022 Q1	$22K	Buy	1,221 +21	+2%	+$389	0.02%	133
2021 Q4	$22K	Sell	1,200 -11	-0.9%	-$206	0.02%	138
2021 Q3	$25K	Sell	1,211 -1,344	-53%	-$28.2K	0.02%	130
2021 Q2	$56K	Buy	2,555 +14	+0.6%	+$318	0.04%	86
2021 Q1	$58K	Buy	2,541 +41	+2%	+$906	0.05%	83
2020 Q4	$54K	Buy	+2,500	New	+$53.9K	0.04%	81

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McCarthy Asset Management's T Position: Q2 2022 in Review

McCarthy Asset Management sold out of AT&T (T) in Q2 2022, closing a stake of 1,221 shares — an estimated $22K sold.

McCarthy Asset Management first reported a position in T in Q4 2020 and held it in 6 quarters. The position peaked at $58K in Q1 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

McCarthy Asset Management reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,221 AT&T shares in Q2 2022, an estimated $22K.
McCarthy Asset Management first reported a position in AT&T in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's AT&T position peaked at $58K in Q1 2021.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.