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Sterling Investment Advisors (Pennsylvania)’s AT&T T Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-4,402
Closed -$92K – 468
2022
Q2 		$92K Sell
4,402
-1,338
-23% -$26.7K 0.03% 187
2022
Q1 		$102K Hold
5,740
– – 0.03% 193
2021
Q4 		$107K Sell
5,740
-1,219
-18% -$22.8K 0.03% 189
2021
Q3 		$142K Buy
6,959
+148
+2% +$3.11K 0.04% 168
2021
Q2 		$148K Hold
6,811
– – 0.04% 167
2021
Q1 		$156K Sell
6,811
-794
-10% -$17.6K 0.05% 153
2020
Q4 		$165K Buy
7,605
+658
+9% +$14.2K 0.06% 143
2020
Q3 		$150K Hold
6,947
– – 0.06% 138
2020
Q2 		$158K Buy
6,947
+332
+5% +$7.56K 0.07% 134
2020
Q1 		$145K Sell
6,615
-2,241
-25% -$61.2K 0.08% 124
2019
Q4 		$261K Hold
8,856
– – 0.12% 102
2019
Q3 		$253K Hold
8,856
– – 0.13% 95
2019
Q2 		$224K Hold
8,856
– – 0.11% 106
2019
Q1 		$210K Sell
8,856
-358
-4% -$8.23K 0.11% 110
2018
Q4 		$198K Sell
9,214
-528
-5% -$12.3K 0.12% 107
2018
Q3 		$247K Sell
9,742
-162
-2% -$3.97K 0.13% 106
2018
Q2 		$240K Buy
9,904
+2,817
+40% +$70.7K 0.14% 103
2018
Q1 		$191K Hold
7,087
– – 0.12% 110
2017
Q4 		$208K Hold
7,087
– – 0.13% 104
2017
Q3 		$210K Buy
7,087
+255
+4% +$7.24K 0.14% 101
2017
Q2 		$195K Buy
6,832
+3,225
+89% +$95.1K 0.13% 104
2017
Q1 		$113K Buy
3,607
+2,680
+289% +$84.3K 0.08% 120
2016
Q4 		$30K Buy
+927
New +$27.4K 0.02% 186

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s T Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of AT&T (T) in Q3 2022, closing a stake of 4,402 shares — an estimated $92K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in T in Q4 2016 and held it in 23 quarters. The position peaked at $261K in Q4 2019. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 4,402 AT&T shares in Q3 2022, an estimated $92K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in AT&T in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s AT&T position peaked at $261K in Q4 2019.
  • 2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.