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Regal Wealth Group’s AT&T T Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-6,898
Closed -$158K – 219
2021
Q1 		$158K Buy
6,898
+40
+0.6% +$884 0.09% 46
2020
Q4 		$149K Sell
6,858
-548
-7% -$11.8K 0.09% 49
2020
Q3 		$159K Buy
7,406
+75
+1% +$1.68K 0.12% 46
2020
Q2 		$167K Buy
7,331
+1,643
+29% +$37.4K 0.14% 46
2020
Q1 		$125K Buy
5,688
+78
+1% +$2.13K 0.12% 45
2019
Q4 		$166K Buy
5,610
+3,533
+170% +$102K 0.11% 46
2019
Q3 		$59K Buy
2,077
+30
+1% +$795 0.04% 73
2019
Q2 		$52K Buy
2,047
+33
+2% +$791 0.04% 74
2019
Q1 		$48K Buy
2,014
+35
+2% +$805 0.03% 74
2018
Q4 		$43K Sell
1,979
-7,570
-79% -$176K 0.04% 76
2018
Q3 		$242K Buy
9,549
+29
+0.3% +$710 0.17% 37
2018
Q2 		$231K Sell
9,520
-819
-8% -$20.6K 0.25% 39
2018
Q1 		$278K Buy
10,339
+872
+9% +$24.3K 0.21% 34
2017
Q4 		$278K Buy
9,467
+27
+0.3% +$737 0.2% 34
2017
Q3 		$279K Sell
9,440
-965
-9% -$27.4K 0.21% 34
2017
Q2 		$297K Sell
10,405
-195
-2% -$5.75K 0.23% 34
2017
Q1 		$333K Buy
10,600
+24
+0.2% +$755 0.25% 36
2016
Q4 		$340K Buy
10,576
+25
+0.2% +$738 0.28% 35
2016
Q3 		$324K Sell
10,551
-1,852
-15% -$58.5K 0.29% 29
2016
Q2 		$405K Buy
12,403
+24
+0.2% +$714 0.38% 24
2016
Q1 		$366K Buy
12,379
+26
+0.2% +$720 0.35% 25
2015
Q4 		$321K Buy
+12,353
New +$313K 0.32% 27

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regal Wealth Group's T Position: Q2 2021 in Review

Regal Wealth Group sold out of AT&T (T) in Q2 2021, closing a stake of 6,898 shares — an estimated $158K sold.

Regal Wealth Group first reported a position in T in Q4 2015 and held it in 22 quarters. The position peaked at $405K in Q2 2016. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • Regal Wealth Group reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 6,898 AT&T shares in Q2 2021, an estimated $158K.
  • Regal Wealth Group first reported a position in AT&T in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's AT&T position peaked at $405K in Q2 2016.
  • 2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.