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McElhenny Sheffield Capital Management’s AT&T T Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-5,522
Closed -$108K – 557
2022
Q4 		$108K Buy
+5,522
New +$98.8K 0.05% 123
2021
Q4 		– Sell
-9,886
Closed -$202K – 138
2021
Q3 		$202K Buy
+9,886
New +$208K 0.09% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McElhenny Sheffield Capital Management's T Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of AT&T (T) in Q1 2023, closing a stake of 5,522 shares — an estimated $108K sold.

McElhenny Sheffield Capital Management first reported a position in T in Q3 2021 and held it in 2 quarters. The position peaked at $202K in Q3 2021. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 5,522 AT&T shares in Q1 2023, an estimated $108K.
  • McElhenny Sheffield Capital Management first reported a position in AT&T in Q3 2021 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's AT&T position peaked at $202K in Q3 2021.
  • 2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.