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

Minot 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
2022 Q2	$671K	Sell	32,026 -9,307	-23%	-$186K	0.17%	97
2022 Q1	$738K	Sell	41,333 -4,583	-10%	-$84.8K	0.16%	102
2021 Q4	$853K	Sell	45,916 -6,287	-12%	-$118K	0.16%	100
2021 Q3	$1.06M	Buy	52,203 +657	+1%	+$13.8K	0.23%	85
2021 Q2	$1.1M	Buy	51,546 +18,549	+56%	+$422K	0.24%	81
2021 Q1	$754K	Buy	32,997 +10,952	+50%	+$242K	0.19%	102
2020 Q4	$479K	Sell	22,045 -6,020	-21%	-$130K	0.14%	104
2020 Q3	$604K	Sell	28,065 -3,172	-10%	-$70.9K	0.23%	87
2020 Q2	$713K	Sell	31,237 -24,198	-44%	-$551K	0.36%	70
2020 Q1	$1.22M	Buy	55,435 +36,405	+191%	+$995K	0.87%	43
2019 Q4	$561K	Buy	+19,030	New	+$549K	0.26%	83

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

Minot Wealth Management's T Position: Q2 2022 in Review

Minot Wealth Management reduced its AT&T (T) stake by 23% in Q2 2022, selling an estimated $186K and leaving 32,026 shares worth $671K. The position accounts for 0.17% of the portfolio, ranked #97.

Minot Wealth Management first reported a position in T in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2020. 2,397 funds tracked by Wall St. Rank hold T as of Q2 2022.

Minot Wealth Management held 32,026 shares of AT&T worth $671K as of Q2 2022.
Minot Wealth Management sold 9,307 AT&T shares in Q2 2022, an estimated $186K.
AT&T made up 0.17% of Minot Wealth Management's portfolio in Q2 2022, its #97 holding.
Minot Wealth Management first reported a position in AT&T in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's AT&T position peaked at $1.22M in Q1 2020.
2,397 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.