Peloton Wealth Strategists’s AT&T T Stock Holding History

Peloton Wealth Strategists’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 Q1	–	Sell	-60,639	Closed	-$1.13M	–	92
2021 Q4	$1.13M	Sell	60,639 -47,267	-44%	-$884K	0.45%	62
2021 Q3	$2.2M	Sell	107,906 -11,916	-10%	-$250K	0.9%	42
2021 Q2	$2.6M	Buy	119,822 +13,339	+13%	+$303K	1.08%	40
2021 Q1	$2.43M	Sell	106,483 -1	-0%	-$22	1.14%	37
2020 Q4	$2.31M	Sell	106,484 -10,857	-9%	-$234K	1.15%	38
2020 Q3	$2.53M	Sell	117,341 -1,986	-2%	-$44.4K	1.42%	33
2020 Q2	$2.73M	Buy	119,327 +3,575	+3%	+$81.4K	1.72%	25
2020 Q1	$2.55M	Sell	115,752 -9,472	-8%	-$259K	2.08%	16
2019 Q4	$3.7M	Sell	125,224 -3,303	-3%	-$95.4K	2.24%	12
2019 Q3	$3.67M	Buy	128,527 +2,649	+2%	+$70.2K	2.35%	12
2019 Q2	$3.19M	Buy	125,878 +11,118	+10%	+$267K	2.13%	15
2019 Q1	$2.72M	Buy	114,760 +10,322	+10%	+$237K	1.88%	22
2018 Q4	$2.25M	Buy	104,438 +10,930	+12%	+$254K	1.83%	25
2018 Q3	$2.37M	Buy	93,508 +75,601	+422%	+$1.85M	1.63%	29
2018 Q2	$434K	Buy	+17,907	New	+$449K	0.31%	58

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Peloton Wealth Strategists's T Position: Q1 2022 in Review

Peloton Wealth Strategists sold out of AT&T (T) in Q1 2022, closing a stake of 60,639 shares — an estimated $1.13M sold.

Peloton Wealth Strategists first reported a position in T in Q2 2018 and held it in 15 quarters. The position peaked at $3.7M in Q4 2019. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Peloton Wealth Strategists reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Peloton Wealth Strategists sold 60,639 AT&T shares in Q1 2022, an estimated $1.13M.
Peloton Wealth Strategists first reported a position in AT&T in Q2 2018 and held it in 15 quarters.
Peloton Wealth Strategists's AT&T position peaked at $3.7M in Q4 2019.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Peloton Wealth Strategists's 13F filing for Q1 2022, filed 9 May 2022.