Simplicity Solutions’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.02M | Sell |
239,312
-76,536
| -24% | -$1.21M | 0.11% | 170 |
|
|
2023
Q3 | $4.74M | Sell |
315,848
-55,715
| -15% | -$817K | 0.15% | 129 |
|
|
2023
Q2 | $5.93M | Sell |
371,563
-88,743
| -19% | -$1.51M | 0.16% | 121 |
|
|
2023
Q1 | $8.86M | Buy |
460,306
+250,816
| +120% | +$4.79M | 0.23% | 86 |
|
|
2022
Q4 | $3.86M | Sell |
209,490
-20,274
| -9% | -$363K | 0.52% | 31 |
|
|
2022
Q3 | $3.52M | Buy |
229,764
+62,861
| +38% | +$1.14M | 0.51% | 36 |
|
|
2022
Q2 | $3.5M | Buy |
166,903
+6,000
| +4% | +$120K | 0.45% | 47 |
|
|
2022
Q1 | $2.87M | Sell |
160,903
-48,292
| -23% | -$893K | 0.35% | 61 |
|
|
2021
Q4 | $3.89M | Buy |
209,195
+128,305
| +159% | +$2.4M | 0.43% | 45 |
|
|
2021
Q3 | $1.65M | Buy |
80,890
+11,277
| +16% | +$237K | 0.25% | 89 |
|
|
2021
Q2 | $1.51M | Buy |
69,613
+13,219
| +23% | +$301K | 0.3% | 69 |
|
|
2021
Q1 | $1.29M | Sell |
56,394
-525,901
| -90% | -$11.6M | 0.28% | 75 |
|
|
2020
Q4 | $12.6M | Buy |
582,295
+17,486
| +3% | +$377K | 0.19% | 118 |
|
|
2020
Q3 | $12.2M | Sell |
564,809
-43,527
| -7% | -$973K | 0.22% | 89 |
|
|
2020
Q2 | $13.9M | Buy |
608,336
+143,788
| +31% | +$3.27M | 0.27% | 79 |
|
|
2020
Q1 | $10.2M | Buy |
464,548
+122,117
| +36% | +$3.34M | 0.32% | 64 |
|
|
2019
Q4 | $10.1M | Buy |
342,431
+67,265
| +24% | +$1.94M | 0.31% | 60 |
|
|
2019
Q3 | $7.86M | Buy |
275,166
+8,673
| +3% | +$230K | 0.32% | 53 |
|
|
2019
Q2 | $6.75M | Sell |
266,493
-334,161
| -56% | -$8.01M | 0.29% | 60 |
|
|
2019
Q1 | $14.2M | Buy |
600,654
+89,471
| +18% | +$2.06M | 0.85% | 27 |
|
|
2018
Q4 | $11M | Buy |
511,183
+330,137
| +182% | +$7.69M | 1.42% | 5 |
|
|
2018
Q3 | $4.59M | Buy |
181,046
+34,402
| +23% | +$843K | 0.26% | 58 |
|
|
2018
Q2 | $3.56M | Buy |
146,644
+31,218
| +27% | +$784K | 0.26% | 54 |
|
|
2018
Q1 | $3.11M | Sell |
115,426
-10,286
| -8% | -$286K | 0.27% | 52 |
|
|
2017
Q4 | $3.69M | Buy |
125,712
+98,624
| +364% | +$2.69M | 0.36% | 47 |
|
|
2017
Q3 | $801K | Sell |
27,088
-75,368
| -74% | -$2.14M | 0.54% | 35 |
|
|
2017
Q2 | $2.92M | Buy |
102,456
+15,024
| +17% | +$443K | 0.34% | 52 |
|
|
2017
Q1 | $2.74M | Buy |
87,432
+12,904
| +17% | +$406K | 0.42% | 44 |
|
|
2016
Q4 | $2.39M | Buy |
74,528
+2,350
| +3% | +$69.3K | 0.55% | 31 |
|
|
2016
Q3 | $2.21M | Buy |
72,178
+33,062
| +85% | +$1.04M | 1.08% | 14 |
|
|
2016
Q2 | $1.28M | Buy |
39,116
+8,475
| +28% | +$252K | 0.69% | 26 |
|
|
2016
Q1 | $907K | Sell |
30,641
-212,794
| -87% | -$5.89M | 0.56% | 41 |
|
|
2015
Q4 | $6.33M | Buy |
243,435
+233,024
| +2,238% | +$5.91M | 0.75% | 11 |
|
|
2015
Q3 | $256K | Buy |
10,411
+1,302
| +14% | +$33.2K | 0.28% | 93 |
|
|
2015
Q2 | $244K | Buy |
+9,109
| New | +$235K | 0.23% | 113 |
|
Other funds holding T
Simplicity Solutions's T Position: Q4 2023 in Review
Simplicity Solutions reduced its AT&T (T) stake by 24% in Q4 2023, selling an estimated $1.21M and leaving 239,312 shares worth $4.02M. The position accounts for 0.11% of the portfolio, ranked #170.
Simplicity Solutions first reported a position in T in Q2 2015 and has held it in 35 quarters since. The position peaked at $14.2M in Q1 2019. 2,445 funds tracked by Wall St. Rank hold T as of Q4 2023.
- Simplicity Solutions held 239,312 shares of AT&T worth $4.02M as of Q4 2023.
- Simplicity Solutions sold 76,536 AT&T shares in Q4 2023, an estimated $1.21M.
- AT&T made up 0.11% of Simplicity Solutions's portfolio in Q4 2023, its #170 holding.
- Simplicity Solutions first reported a position in AT&T in Q2 2015 and has held it in 35 quarters since.
- Simplicity Solutions's AT&T position peaked at $14.2M in Q1 2019.
- 2,445 funds tracked by Wall St. Rank held AT&T as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.