One Charles Private Wealth Services’s AT&T T Stock Holding History

One Charles Private Wealth Services’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	–	Sell	-12,932	Closed	-$264K	–	132
2021 Q3	$264K	Buy	12,932 +2	+0%	+$42	0.15%	97
2021 Q2	$281K	Buy	+12,930	New	+$294K	0.19%	87
2020 Q3	–	Sell	-14,306	Closed	-$326K	–	81
2020 Q2	$326K	Buy	+14,306	New	+$326K	0.17%	62

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

One Charles Private Wealth Services's T Position: Q4 2021 in Review

One Charles Private Wealth Services sold out of AT&T (T) in Q4 2021, closing a stake of 12,932 shares — an estimated $264K sold.

One Charles Private Wealth Services first reported a position in T in Q2 2020 and held it in 3 quarters. The position peaked at $326K in Q2 2020. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

One Charles Private Wealth Services reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
One Charles Private Wealth Services sold 12,932 AT&T shares in Q4 2021, an estimated $264K.
One Charles Private Wealth Services first reported a position in AT&T in Q2 2020 and held it in 3 quarters.
One Charles Private Wealth Services's AT&T position peaked at $326K in Q2 2020.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on One Charles Private Wealth Services's 13F filing for Q4 2021, filed 27 Jan 2022.