PRW Wealth Management’s AT&T T Stock Holding History

PRW 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
2021 Q3	–	Sell	-30,395	Closed	-$661K	–	265
2021 Q2	$661K	Buy	+30,395	New	+$691K	0.19%	132
2019 Q2	–	Sell	-2,489	Closed	-$59K	–	593
2019 Q1	$59K	Sell	2,489 -3	-0.1%	-$69	0.05%	124
2018 Q4	$53K	Buy	+2,492	New	+$58K	0.07%	129

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

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

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

PRW Wealth Management's T Position: Q3 2021 in Review

PRW Wealth Management sold out of AT&T (T) in Q3 2021, closing a stake of 30,395 shares — an estimated $661K sold.

PRW Wealth Management first reported a position in T in Q4 2018 and held it in 3 quarters. The position peaked at $661K in Q2 2021. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

PRW Wealth Management reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 30,395 AT&T shares in Q3 2021, an estimated $661K.
PRW Wealth Management first reported a position in AT&T in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's AT&T position peaked at $661K in Q2 2021.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.