PYA Waltman Capital’s AT&T T Stock Holding History

PYA Waltman Capital’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 Q4	–	Sell	-3,497	Closed	-$54K	–	176
2022 Q3	$54K	Hold	3,497	–	–	0.03%	100
2022 Q2	$73K	Sell	3,497 -2,356	-40%	-$47K	0.04%	89
2022 Q1	$104K	Buy	5,853 +1,905	+48%	+$35.2K	0.05%	69
2021 Q4	$73K	Buy	+3,948	New	+$73.8K	0.04%	85
2021 Q1	–	Sell	-16,034	Closed	-$348K	–	50
2020 Q4	$348K	Buy	+16,034	New	+$346K	0.21%	29

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

PYA Waltman Capital's T Position: Q4 2022 in Review

PYA Waltman Capital sold out of AT&T (T) in Q4 2022, closing a stake of 3,497 shares — an estimated $54K sold.

PYA Waltman Capital first reported a position in T in Q4 2020 and held it in 5 quarters. The position peaked at $348K in Q4 2020. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

PYA Waltman Capital reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 3,497 AT&T shares in Q4 2022, an estimated $54K.
PYA Waltman Capital first reported a position in AT&T in Q4 2020 and held it in 5 quarters.
PYA Waltman Capital's AT&T position peaked at $348K in Q4 2020.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.