Sound View Wealth Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$3.7M Buy
156,126
+9,931
+7% +$228K 1.16% 21
2018
Q4
$3.15M Buy
+146,195
New +$3.4M 1.14% 22

Other funds holding T

Sound View Wealth Advisors's T Position: Q1 2019 in Review

Sound View Wealth Advisors increased its AT&T (T) stake by 6.8% in Q1 2019, buying an estimated $228K and bringing the position to 156,126 shares worth $3.7M. The position accounts for 1.16% of the portfolio, ranked #21.

Sound View Wealth Advisors first reported a position in T in Q4 2018 and has held it in 2 quarters since. 2,314 funds tracked by Wall St. Rank hold T as of Q1 2019.

  • Sound View Wealth Advisors held 156,126 shares of AT&T worth $3.7M as of Q1 2019.
  • Sound View Wealth Advisors bought 9,931 AT&T shares in Q1 2019, an estimated $228K.
  • AT&T made up 1.16% of Sound View Wealth Advisors's portfolio in Q1 2019, its #21 holding.
  • Sound View Wealth Advisors first reported a position in AT&T in Q4 2018 and has held it in 2 quarters since.
  • 2,314 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.