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

Strategic Wealth Management’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 Q4	$901K	Buy	48,501 +6,951	+17%	+$130K	0.45%	58
2021 Q3	$848K	Buy	41,550 +4,054	+11%	+$85.2K	0.44%	54
2021 Q2	$815K	Buy	+37,496	New	+$853K	0.44%	54

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Wealth Management's T Position: Q4 2021 in Review

Strategic Wealth Management increased its AT&T (T) stake by 17% in Q4 2021, buying an estimated $130K and bringing the position to 48,501 shares worth $901K. The position accounts for 0.45% of the portfolio, ranked #58.

Strategic Wealth Management first reported a position in T in Q2 2021 and has held it in 3 quarters since. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Strategic Wealth Management held 48,501 shares of AT&T worth $901K as of Q4 2021.
Strategic Wealth Management bought 6,951 AT&T shares in Q4 2021, an estimated $130K.
AT&T made up 0.45% of Strategic Wealth Management's portfolio in Q4 2021, its #58 holding.
Strategic Wealth Management first reported a position in AT&T in Q2 2021 and has held it in 3 quarters since.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.