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Mosaic Family Wealth’s AT&T T Stock Holding History

Mosaic Family Wealth’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 		$691K Sell
37,204
-1,989
-5% -$37.2K 0.18% 87
2021
Q3 		$800K Sell
39,193
-523
-1% -$11K 0.22% 70
2021
Q2 		$863K Sell
39,716
-4,179
-10% -$95.1K 0.25% 54
2021
Q1 		$1M Sell
43,895
-3,116
-7% -$68.9K 0.29% 48
2020
Q4 		$1.02M Buy
47,011
+1,288
+3% +$27.8K 0.34% 42
2020
Q3 		$985K Buy
45,723
+3,777
+9% +$84.4K 0.37% 41
2020
Q2 		$958K Sell
41,946
-1,452
-3% -$33.1K 0.4% 34
2020
Q1 		$955K Buy
43,398
+2,665
+7% +$72.8K 0.48% 33
2019
Q4 		$1.2M Sell
40,733
-2,179
-5% -$62.9K 0.48% 30
2019
Q3 		$1.23M Buy
42,912
+2,555
+6% +$67.7K 0.51% 31
2019
Q2 		$1.02M Sell
40,357
-345
-0.8% -$8.28K 0.43% 36
2019
Q1 		$964K Sell
40,702
-184
-0.5% -$4.23K 0.39% 36
2018
Q4 		$881K Hold
40,886
– – 0.36% 40
2018
Q3 		$937K Sell
40,886
-6,763
-14% -$166K 0.38% 39
2018
Q2 		$1.16M Buy
47,649
+198
+0.4% +$4.97K 0.44% 35
2018
Q1 		$1.28M Buy
47,451
+3,313
+8% +$92.2K 0.47% 35
2017
Q4 		$1.3M Sell
44,138
-25,768
-37% -$704K 0.47% 34
2017
Q3 		$2.07M Buy
69,906
+13,643
+24% +$387K 0.8% 16
2017
Q2 		$1.6M Buy
56,263
+662
+1% +$19.5K 0.67% 21
2017
Q1 		$1.75M Sell
55,601
-9,128
-14% -$287K 0.75% 20
2016
Q4 		$2.08M Buy
64,729
+2,363
+4% +$69.7K 0.96% 18
2016
Q3 		$1.91M Buy
62,366
+10,322
+20% +$326K 0.89% 19
2016
Q2 		$1.7M Sell
52,044
-29,855
-36% -$888K 0.82% 20
2016
Q1 		$2.42M Sell
81,899
-4,238
-5% -$117K 1.16% 15
2015
Q4 		$2.24M Buy
+86,137
New +$2.18M 1% 17

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mosaic Family Wealth's T Position: Q4 2021 in Review

Mosaic Family Wealth reduced its AT&T (T) stake by 5.1% in Q4 2021, selling an estimated $37.2K and leaving 37,204 shares worth $691K. The position accounts for 0.18% of the portfolio, ranked #87.

Mosaic Family Wealth first reported a position in T in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.42M in Q1 2016. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Mosaic Family Wealth held 37,204 shares of AT&T worth $691K as of Q4 2021.
  • Mosaic Family Wealth sold 1,989 AT&T shares in Q4 2021, an estimated $37.2K.
  • AT&T made up 0.18% of Mosaic Family Wealth's portfolio in Q4 2021, its #87 holding.
  • Mosaic Family Wealth first reported a position in AT&T in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's AT&T position peaked at $2.42M in Q1 2016.
  • 2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.