Spectrum Wealth Advisory Group’s AT&T T Stock Holding History

Spectrum Wealth Advisory 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
2022 Q3	–	Sell	-9,534	Closed	-$200K	–	43
2022 Q2	$200K	Sell	9,534 -2,771	-23%	-$55.3K	0.22%	42
2022 Q1	$220K	Buy	12,305 +1	+0%	+$19	0.21%	44
2021 Q4	$229K	Sell	12,304 -1,887	-13%	-$35.3K	0.2%	45
2021 Q3	$289K	Buy	14,191 +35	+0.2%	+$735	0.29%	34
2021 Q2	$308K	Buy	14,156 +1,855	+15%	+$42.2K	0.3%	36
2021 Q1	$281K	Buy	12,301 +46	+0.4%	+$1.02K	0.27%	33
2020 Q4	$266K	Sell	12,255 -11,725	-49%	-$253K	0.3%	28
2020 Q3	$517K	Buy	23,980 +11,990	+100%	+$268K	0.33%	27
2020 Q2	$274K	Sell	11,990 -931	-7%	-$21.2K	0.39%	29
2020 Q1	$286K	Buy	12,921 +4	+0%	+$109	0.62%	23
2019 Q4	$381K	Buy	12,917 +469	+4%	+$13.5K	0.68%	21
2019 Q3	$356K	Sell	12,448 -4,081	-25%	-$108K	0.71%	22
2019 Q2	$419K	Sell	16,529 -7,283	-31%	-$175K	0.86%	22
2019 Q1	$564K	Buy	+23,812	New	+$548K	0.88%	19

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spectrum Wealth Advisory Group's T Position: Q3 2022 in Review

Spectrum Wealth Advisory Group sold out of AT&T (T) in Q3 2022, closing a stake of 9,534 shares — an estimated $200K sold.

Spectrum Wealth Advisory Group first reported a position in T in Q1 2019 and held it in 14 quarters. The position peaked at $564K in Q1 2019. 2,316 funds tracked by Wall St. Rank hold T as of Q3 2022.

Spectrum Wealth Advisory Group reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 9,534 AT&T shares in Q3 2022, an estimated $200K.
Spectrum Wealth Advisory Group first reported a position in AT&T in Q1 2019 and held it in 14 quarters.
Spectrum Wealth Advisory Group's AT&T position peaked at $564K in Q1 2019.
2,316 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.