RFMS
T icon

RWQ Financial Management Services’s AT&T T Stock Holding History

RWQ Financial Management Services’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
-2,648
Closed -$61K – 37
2021
Q1 		$61K Sell
2,648
-62,294
-96% -$1.38M 0.05% 33
2020
Q4 		$1.41M Buy
+64,942
New +$1.4M 1.11% 19

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RWQ Financial Management Services's T Position: Q2 2021 in Review

RWQ Financial Management Services sold out of AT&T (T) in Q2 2021, closing a stake of 2,648 shares — an estimated $61K sold.

RWQ Financial Management Services first reported a position in T in Q4 2020 and held it in 2 quarters. The position peaked at $1.41M in Q4 2020. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • RWQ Financial Management Services reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
  • RWQ Financial Management Services sold 2,648 AT&T shares in Q2 2021, an estimated $61K.
  • RWQ Financial Management Services first reported a position in AT&T in Q4 2020 and held it in 2 quarters.
  • RWQ Financial Management Services's AT&T position peaked at $1.41M in Q4 2020.
  • 2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on RWQ Financial Management Services's 13F filing for Q2 2021, filed 11 Aug 2021.