RPg Family Wealth Advisory’s AT&T T Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-126	Closed	-$2.25K	–	287
2022 Q1	$2.25K	Buy	+126	New	+$2.33K	﹤0.01%	333
2020 Q4	$10.4K	Sell	477 -4,132	-90%	-$89.1K	﹤0.01%	285
2020 Q3	$99.3K	Buy	4,609 +347	+8%	+$7.75K	0.05%	134
2020 Q2	$97.3K	Buy	4,262 +24	+0.6%	+$547	0.06%	132
2020 Q1	$93.3K	Buy	4,238 +20	+0.5%	+$546	0.07%	106
2019 Q4	$125K	Buy	4,218 +18	+0.4%	+$520	0.07%	111
2019 Q3	$120K	Buy	4,200 +20	+0.5%	+$530	0.07%	109
2019 Q2	$106K	Buy	4,180 +52	+1%	+$1.25K	0.06%	114
2019 Q1	$97.8K	Sell	4,128 -623	-13%	-$14.3K	0.06%	119
2018 Q4	$102K	Hold	4,751	–	–	0.1%	73
2018 Q3	$120K	Buy	4,751 +1,986	+72%	+$48.6K	0.09%	74
2018 Q2	$67K	Sell	2,765 -1,406	-34%	-$35.3K	0.05%	101
2018 Q1	$112K	Hold	4,171	–	–	0.09%	61
2017 Q4	$122K	Hold	4,171	–	–	0.1%	53
2017 Q3	$123K	Sell	4,171 -994	-19%	-$28.2K	0.1%	58
2017 Q2	$147K	Sell	5,165 -1,651	-24%	-$48.7K	0.13%	57
2017 Q1	$214K	Buy	6,816 +16	+0.2%	+$504	0.18%	47
2016 Q4	$218K	Sell	6,800 -1,147	-14%	-$33.8K	0.19%	55
2016 Q3	$244K	Sell	7,947 -3,950	-33%	-$125K	0.17%	55
2016 Q2	$388K	Buy	11,897 +6,074	+104%	+$181K	0.17%	49
2016 Q1	$172K	Buy	5,823 +2,206	+61%	+$61.1K	0.13%	67
2015 Q4	$94K	Buy	+3,617	New	+$91.7K	0.09%	63

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RPg Family Wealth Advisory's T Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of AT&T (T) in Q2 2022, closing a stake of 126 shares — an estimated $2.25K sold.

RPg Family Wealth Advisory first reported a position in T in Q4 2015 and held it in 22 quarters. The position peaked at $388K in Q2 2016. 2,399 funds tracked by Wall St. Rank hold T as of Q2 2022.

RPg Family Wealth Advisory reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 126 AT&T shares in Q2 2022, an estimated $2.25K.
RPg Family Wealth Advisory first reported a position in AT&T in Q4 2015 and held it in 22 quarters.
RPg Family Wealth Advisory's AT&T position peaked at $388K in Q2 2016.
2,399 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.