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Personal Wealth Partners’s AT&T T Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-285
Closed -$6K – 356
2021
Q2 		$6K Buy
+285
New +$6.48K ﹤0.01% 306
2020
Q1 		– Sell
-2,759
Closed -$81K – 539
2019
Q4 		$81K Hold
2,759
– – 0.03% 115
2019
Q3 		$79K Buy
2,759
+124
+5% +$3.29K 0.04% 118
2019
Q2 		$67K Buy
+2,635
New +$63.2K 0.03% 117

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

Personal Wealth Partners's T Position: Q3 2021 in Review

Personal Wealth Partners sold out of AT&T (T) in Q3 2021, closing a stake of 285 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in T in Q2 2019 and held it in 4 quarters. The position peaked at $81K in Q4 2019. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

  • Personal Wealth Partners reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 285 AT&T shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in AT&T in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's AT&T position peaked at $81K in Q4 2019.
  • 2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.