PVWM
T icon

Point View Wealth Management’s AT&T T Stock Holding History

Point View Wealth Management’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
2020
Q4 		$1.11M Sell
51,179
-17,420
-25% -$376K 0.45% 68
2020
Q3 		$1.48M Sell
68,599
-9,169
-12% -$205K 0.7% 41
2020
Q2 		$1.78M Sell
77,768
-3,234
-4% -$73.7K 0.85% 28
2020
Q1 		$1.78M Sell
81,002
-654
-0.8% -$17.9K 0.98% 23
2019
Q4 		$2.41M Buy
81,656
+2,062
+3% +$59.5K 1% 18
2019
Q3 		$2.27M Sell
79,594
-5,844
-7% -$155K 1.03% 18
2019
Q2 		$2.16M Sell
85,438
-798
-0.9% -$19.1K 0.92% 27
2019
Q1 		$2.04M Sell
86,236
-5
-0% -$115 0.91% 27
2018
Q4 		$1.86M Sell
86,241
-1,469
-2% -$34.2K 0.94% 27
2018
Q3 		$2.23M Buy
87,710
+1,584
+2% +$38.8K 0.99% 21
2018
Q2 		$2.09M Buy
86,126
+7,022
+9% +$176K 0.97% 25
2018
Q1 		$2.13M Buy
79,104
+1,453
+2% +$40.4K 1.02% 19
2017
Q4 		$2.28M Sell
77,651
-159
-0.2% -$4.34K 1.08% 17
2017
Q3 		$2.3M Sell
77,810
-2,505
-3% -$71.1K 1.11% 16
2017
Q2 		$2.29M Buy
80,315
+1,647
+2% +$48.5K 1.13% 15
2017
Q1 		$2.47M Buy
78,668
+4,405
+6% +$139K 1.27% 10
2016
Q4 		$2.39M Sell
74,263
-1,637
-2% -$48.3K 1.37% 10
2016
Q3 		$2.33M Buy
75,900
+353
+0.5% +$11.2K 1.38% 9
2016
Q2 		$2.47M Buy
75,547
+1,240
+2% +$36.9K 1.5% 8
2016
Q1 		$2.2M Buy
74,307
+8,435
+13% +$234K 1.41% 8
2015
Q4 		$1.71M Buy
65,872
+8,154
+14% +$207K 1.24% 13
2015
Q3 		$1.42M Buy
57,718
+3,131
+6% +$79.8K 1.13% 19
2015
Q2 		$1.46M Buy
54,587
+2,702
+5% +$69.8K 1.14% 20
2015
Q1 		$1.28M Sell
51,885
-2,649
-5% -$67.3K 0.99% 27
2014
Q4 		$1.38M Sell
54,534
-2,011
-4% -$52.2K 1.03% 25
2014
Q3 		$1.5M Sell
56,545
-519
-0.9% -$13.8K 1.28% 17
2014
Q2 		$1.52M Sell
57,064
-4,040
-7% -$108K 1.32% 16
2014
Q1 		$1.62M Buy
61,104
+8,732
+17% +$219K 1.47% 13
2013
Q4 		$1.39M Buy
+52,372
New +$1.38M 1.32% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Point View Wealth Management's T Position: Q4 2020 in Review

Point View Wealth Management reduced its AT&T (T) stake by 25% in Q4 2020, selling an estimated $376K and leaving 51,179 shares worth $1.11M. The position accounts for 0.45% of the portfolio, ranked #68.

Point View Wealth Management first reported a position in T in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.47M in Q1 2017. 2,595 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • Point View Wealth Management held 51,179 shares of AT&T worth $1.11M as of Q4 2020.
  • Point View Wealth Management sold 17,420 AT&T shares in Q4 2020, an estimated $376K.
  • AT&T made up 0.45% of Point View Wealth Management's portfolio in Q4 2020, its #68 holding.
  • Point View Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's AT&T position peaked at $2.47M in Q1 2017.
  • 2,595 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.