Oak Family Advisors’s AT&T T Stock Holding History

Oak Family Advisors’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 Q1	–	Sell	-96,367	Closed	-$2.09M	–	103
2020 Q4	$2.09M	Buy	+96,367	New	+$2.08M	1.08%	21

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oak Family Advisors's T Position: Q1 2021 in Review

Oak Family Advisors sold out of AT&T (T) in Q1 2021, closing a stake of 96,367 shares — an estimated $2.09M sold.

Oak Family Advisors first reported a position in T in Q4 2020 and held it in 1 quarter. The position peaked at $2.09M in Q4 2020. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

Oak Family Advisors reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
Oak Family Advisors sold 96,367 AT&T shares in Q1 2021, an estimated $2.09M.
Oak Family Advisors first reported a position in AT&T in Q4 2020 and held it in 1 quarter.
Oak Family Advisors's AT&T position peaked at $2.09M in Q4 2020.
2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Oak Family Advisors's 13F filing for Q1 2021, filed 5 May 2021.