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Spearhead Capital Advisors’s AT&T T Stock Holding History

Spearhead Capital Advisors’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
Q1 		– Sell
-455,628
Closed -$9.9M – 214
2020
Q4 		$9.9M Buy
455,628
+57,759
+15% +$1.25M 1.57% 16
2020
Q3 		$8.57M Buy
397,869
+27,522
+7% +$615K 1.64% 16
2020
Q2 		$8.46M Buy
370,347
+28,184
+8% +$642K 1.81% 16
2020
Q1 		$7.53M Buy
342,163
+36,804
+12% +$1.01M 2.17% 15
2019
Q4 		$9.01M Buy
305,359
+11,594
+4% +$335K 2.24% 11
2019
Q3 		$8.4M Buy
293,765
+7,228
+3% +$191K 2.34% 9
2019
Q2 		$7.25M Buy
286,537
+15,639
+6% +$375K 2.12% 12
2019
Q1 		$6.42M Buy
270,898
+158,656
+141% +$3.65M 1.94% 13
2018
Q4 		$2.42M Sell
112,242
-125,056
-53% -$2.91M 1.04% 47
2018
Q3 		$6.11M Buy
237,298
+115,183
+94% +$2.82M 2.05% 11
2018
Q2 		$2.96M Buy
122,115
+5,333
+5% +$134K 1.06% 49
2018
Q1 		$3.14M Buy
116,782
+38,503
+49% +$1.07M 1.23% 26
2017
Q4 		$2.3M Buy
+78,279
New +$2.14M 1.12% 48

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spearhead Capital Advisors's T Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of AT&T (T) in Q1 2021, closing a stake of 455,628 shares — an estimated $9.9M sold.

Spearhead Capital Advisors first reported a position in T in Q4 2017 and held it in 13 quarters. The position peaked at $9.9M in Q4 2020. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

  • Spearhead Capital Advisors reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 455,628 AT&T shares in Q1 2021, an estimated $9.9M.
  • Spearhead Capital Advisors first reported a position in AT&T in Q4 2017 and held it in 13 quarters.
  • Spearhead Capital Advisors's AT&T position peaked at $9.9M in Q4 2020.
  • 2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.