Sage Financial Group’s AT&T T Stock Holding History

Sage Financial 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
2020 Q3	–	Sell	-2,251	Closed	-$51K	–	72
2020 Q2	$51K	Hold	2,251	–	–	0.01%	49
2020 Q1	$50K	Buy	+2,251	New	+$61.5K	0.01%	47
2019 Q4	–	Sell	-2,251	Closed	-$64K	–	70
2019 Q3	$64K	Hold	2,251	–	–	0.01%	49
2019 Q2	$57K	Hold	2,251	–	–	0.01%	53
2019 Q1	$53K	Hold	2,251	–	–	0.01%	55
2018 Q4	$49K	Hold	2,251	–	–	0.01%	55
2018 Q3	$57K	Hold	2,251	–	–	0.01%	38
2018 Q2	$55K	Hold	2,251	–	–	0.01%	36
2018 Q1	$61K	Hold	2,251	–	–	0.01%	33
2017 Q4	$66K	Hold	2,251	–	–	0.01%	40
2017 Q3	$67K	Hold	2,251	–	–	0.01%	35
2017 Q2	$64K	Hold	2,251	–	–	0.01%	35
2017 Q1	$71K	Hold	2,251	–	–	0.02%	33
2016 Q4	$72K	Hold	2,251	–	–	0.02%	33
2016 Q3	$69K	Hold	2,251	–	–	0.02%	30
2016 Q2	$73K	Hold	2,251	–	–	0.02%	26
2016 Q1	$67K	Hold	2,251	–	–	0.02%	28
2015 Q4	$58K	Hold	2,251	–	–	0.02%	47
2015 Q3	$55K	Hold	2,251	–	–	0.02%	29
2015 Q2	$60K	Hold	2,251	–	–	0.03%	27
2015 Q1	$56K	Hold	2,251	–	–	0.03%	25
2014 Q4	$57K	Hold	2,251	–	–	0.02%	29
2014 Q3	$60K	Hold	2,251	–	–	0.03%	19
2014 Q2	$60K	Buy	2,251 +795	+55%	+$21.3K	0.03%	22
2014 Q1	$39K	Buy	+1,456	New	+$36.6K	0.02%	28

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sage Financial Group's T Position: Q3 2020 in Review

Sage Financial Group sold out of AT&T (T) in Q3 2020, closing a stake of 2,251 shares — an estimated $51K sold.

Sage Financial Group first reported a position in T in Q1 2014 and held it in 25 quarters. The position peaked at $73K in Q2 2016. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Sage Financial Group reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
Sage Financial Group sold 2,251 AT&T shares in Q3 2020, an estimated $51K.
Sage Financial Group first reported a position in AT&T in Q1 2014 and held it in 25 quarters.
Sage Financial Group's AT&T position peaked at $73K in Q2 2016.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Sage Financial Group's 13F filing for Q3 2020, filed 26 Oct 2020.