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Private Wealth Advisors (Pennsylvania)’s AT&T T Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$3.24M Buy
149,069
+21,660
+17% +$467K 1.85% 15
2020
Q3 		$2.74M Buy
127,409
+1,048
+0.8% +$23.4K 1.76% 16
2020
Q2 		$2.88M Sell
126,361
-232
-0.2% -$5.28K 1.97% 14
2020
Q1 		$2.86M Buy
126,593
+5,888
+5% +$161K 2.17% 13
2019
Q4 		$3.52M Buy
120,705
+13
+0% +$375 1.88% 16
2019
Q3 		$3.45M Sell
120,692
-22,835
-16% -$605K 1.76% 17
2019
Q2 		$3.63M Buy
143,527
+6,028
+4% +$145K 1.29% 24
2019
Q1 		$3.26M Buy
137,499
+13,397
+11% +$308K 1.22% 25
2018
Q4 		$2.67M Buy
124,102
+6,393
+5% +$149K 1.16% 30
2018
Q3 		$2.98M Buy
117,709
+17,092
+17% +$419K 1.1% 27
2018
Q2 		$2.44M Sell
100,617
-1,130
-1% -$28.4K 0.97% 33
2018
Q1 		$2.74M Buy
101,747
+2,941
+3% +$81.9K 1.1% 30
2017
Q4 		$2.9M Buy
98,806
+3,037
+3% +$82.9K 1.12% 30
2017
Q3 		$2.83M Buy
95,769
+3,180
+3% +$90.3K 1.16% 27
2017
Q2 		$2.64M Buy
92,589
+22,443
+32% +$662K 1.13% 27
2017
Q1 		$2.2M Buy
70,146
+15,865
+29% +$499K 0.99% 34
2016
Q4 		$1.74M Buy
54,281
+22,890
+73% +$675K 0.81% 43
2016
Q3 		$963K Buy
31,391
+883
+3% +$27.9K 0.46% 64
2016
Q2 		$996K Buy
30,508
+1,019
+3% +$30.3K 0.49% 57
2016
Q1 		$872K Buy
29,489
+1,681
+6% +$46.6K 0.46% 62
2015
Q4 		$723K Sell
27,808
-8,382
-23% -$213K 0.41% 67
2015
Q3 		$891K Buy
36,190
+2,048
+6% +$52.2K 0.45% 65
2015
Q2 		$916K Sell
34,142
-320
-0.9% -$8.27K 0.42% 70
2015
Q1 		$850K Sell
34,462
-688
-2% -$17.5K 0.4% 69
2014
Q4 		$892K Buy
35,150
+2,445
+7% +$63.4K 0.43% 65
2014
Q3 		$870K Buy
32,705
+206
+0.6% +$5.48K 0.46% 66
2014
Q2 		$868K Buy
32,499
+693
+2% +$18.6K 0.45% 69
2014
Q1 		$842K Sell
31,806
-3,783
-11% -$95K 0.46% 69
2013
Q4 		$945K Sell
35,589
-924
-3% -$24.3K 0.52% 61
2013
Q3 		$933K Sell
36,513
-1,389
-4% -$36.5K 0.55% 59
2013
Q2 		$1.01M Buy
+37,902
New +$1.05M 0.63% 54

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

Private Wealth Advisors (Pennsylvania)'s T Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its AT&T (T) stake by 17% in Q4 2020, buying an estimated $467K and bringing the position to 149,069 shares worth $3.24M. The position accounts for 1.85% of the portfolio, ranked #15.

Private Wealth Advisors (Pennsylvania) first reported a position in T in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.63M in Q2 2019. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 149,069 shares of AT&T worth $3.24M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 21,660 AT&T shares in Q4 2020, an estimated $467K.
  • AT&T made up 1.85% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #15 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in AT&T in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s AT&T position peaked at $3.63M in Q2 2019.
  • 2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.