Strategic Wealth Management Group’s AT&T T Stock Holding History

Strategic Wealth Management 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
2021 Q2	$554K	Sell	25,476 -4,695	-16%	-$107K	0.2%	64
2021 Q1	$690K	Buy	30,171 +2,724	+10%	+$60.2K	0.26%	53
2020 Q4	$596K	Buy	27,447 +5,173	+23%	+$112K	0.26%	55
2020 Q3	$480K	Sell	22,274 -476	-2%	-$10.6K	0.23%	59
2020 Q2	$519K	Buy	22,750 +1,189	+6%	+$27.1K	0.31%	46
2020 Q1	$475K	Sell	21,561 -1,342	-6%	-$36.7K	0.35%	38
2019 Q4	$676K	Buy	22,903 +3,869	+20%	+$112K	0.44%	33
2019 Q3	$544K	Buy	19,034 +1,413	+8%	+$37.4K	0.39%	37
2019 Q2	$446K	Sell	17,621 -213	-1%	-$5.11K	0.34%	42
2019 Q1	$422K	Sell	17,834 -362	-2%	-$8.33K	0.35%	43
2018 Q4	$392K	Buy	+18,196	New	+$424K	0.38%	46

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Strategic Wealth Management Group's T Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its AT&T (T) stake by 16% in Q2 2021, selling an estimated $107K and leaving 25,476 shares worth $554K. The position accounts for 0.2% of the portfolio, ranked #64.

Strategic Wealth Management Group first reported a position in T in Q4 2018 and has held it in 11 quarters since. The position peaked at $690K in Q1 2021. 2,561 funds tracked by Wall St. Rank hold T as of Q2 2021.

Strategic Wealth Management Group held 25,476 shares of AT&T worth $554K as of Q2 2021.
Strategic Wealth Management Group sold 4,695 AT&T shares in Q2 2021, an estimated $107K.
AT&T made up 0.2% of Strategic Wealth Management Group's portfolio in Q2 2021, its #64 holding.
Strategic Wealth Management Group first reported a position in AT&T in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's AT&T position peaked at $690K in Q1 2021.
2,561 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.