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Stewardship Financial Advisors’s AT&T T Stock Holding History

Stewardship Financial 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 		$505K Sell
22,086
-7,672
-26% -$170K 0.18% 39
2020
Q4 		$646K Buy
29,758
+6,928
+30% +$149K 0.24% 36
2020
Q3 		$492K Sell
22,830
-10,564
-32% -$236K 0.2% 36
2020
Q2 		$762K Buy
33,394
+7,716
+30% +$176K 0.33% 33
2020
Q1 		$565K Sell
25,678
-10,397
-29% -$284K 0.29% 32
2019
Q4 		$1.06M Buy
36,075
+12,246
+51% +$354K 0.39% 29
2019
Q3 		$681K Sell
23,829
-1,044
-4% -$27.7K 0.29% 32
2019
Q2 		$630K Sell
24,873
-1,818
-7% -$43.6K 0.27% 33
2019
Q1 		$632K Buy
26,691
+9,803
+58% +$226K 0.29% 35
2018
Q4 		$364K Buy
16,888
+931
+6% +$21.7K 0.19% 38
2018
Q3 		$405K Sell
15,957
-14
-0.1% -$343 0.19% 39
2018
Q2 		$387K Sell
15,971
-591
-4% -$14.8K 0.19% 39
2018
Q1 		$446K Buy
16,562
+1,028
+7% +$28.6K 0.22% 38
2017
Q4 		$456K Buy
15,534
+3,524
+29% +$96.2K 0.23% 38
2017
Q3 		$355K Buy
12,010
+20
+0.2% +$568 0.2% 39
2017
Q2 		$342K Sell
11,990
-287
-2% -$8.46K 0.21% 38
2017
Q1 		$385K Buy
12,277
+516
+4% +$16.2K 0.24% 41
2016
Q4 		$378K Sell
11,761
-11,837
-50% -$349K 0.24% 39
2016
Q3 		$724K Buy
+23,598
New +$746K 0.46% 33

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

Stewardship Financial Advisors's T Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its AT&T (T) stake by 26% in Q1 2021, selling an estimated $170K and leaving 22,086 shares worth $505K. The position accounts for 0.18% of the portfolio, ranked #39.

Stewardship Financial Advisors first reported a position in T in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2019. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

  • Stewardship Financial Advisors held 22,086 shares of AT&T worth $505K as of Q1 2021.
  • Stewardship Financial Advisors sold 7,672 AT&T shares in Q1 2021, an estimated $170K.
  • AT&T made up 0.18% of Stewardship Financial Advisors's portfolio in Q1 2021, its #39 holding.
  • Stewardship Financial Advisors first reported a position in AT&T in Q3 2016 and has held it in 19 quarters since.
  • Stewardship Financial Advisors's AT&T position peaked at $1.06M in Q4 2019.
  • 2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.