Surevest’s AT&T T Stock Holding History

Surevest’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	$22K	Sell	1,439 -311	-18%	-$5.66K	0.01%	237
2022 Q2	$37K	Buy	1,750 +71	+4%	+$1.42K	0.01%	223
2022 Q1	$30K	Hold	1,679	–	–	0.01%	212
2021 Q4	$31K	Buy	+1,679	New	+$31.4K	0.01%	212
2021 Q2	–	Sell	-184,894	Closed	-$4.23M	–	100
2021 Q1	$4.23M	Buy	184,894 +15,789	+9%	+$349K	1.28%	45
2020 Q4	$3.67M	Buy	169,105 +15,751	+10%	+$340K	1.23%	47
2020 Q3	$3.3M	Buy	153,354 +23,417	+18%	+$523K	1.3%	48
2020 Q2	$2.97M	Buy	129,937 +21,946	+20%	+$500K	1.31%	41
2020 Q1	$2.38M	Buy	107,991 +30,663	+40%	+$838K	1.29%	37
2019 Q4	$2.28M	Buy	77,328 +16,384	+27%	+$473K	0.97%	32
2019 Q3	$1.74M	Buy	60,944 +6,390	+12%	+$169K	0.86%	41
2019 Q2	$1.38M	Buy	54,554 +22,244	+69%	+$534K	0.72%	47
2019 Q1	$765K	Buy	32,310 +10,032	+45%	+$231K	0.47%	60
2018 Q4	$480K	Buy	+22,278	New	+$519K	0.38%	56

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

Surevest's T Position: Q3 2022 in Review

Surevest reduced its AT&T (T) stake by 18% in Q3 2022, selling an estimated $5.66K and leaving 1,439 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #237.

Surevest first reported a position in T in Q4 2018 and has held it in 14 quarters since. The position peaked at $4.23M in Q1 2021. 2,316 funds tracked by Wall St. Rank hold T as of Q3 2022.

Surevest held 1,439 shares of AT&T worth $22K as of Q3 2022.
Surevest sold 311 AT&T shares in Q3 2022, an estimated $5.66K.
AT&T made up 0.01% of Surevest's portfolio in Q3 2022, its #237 holding.
Surevest first reported a position in AT&T in Q4 2018 and has held it in 14 quarters since.
Surevest's AT&T position peaked at $4.23M in Q1 2021.
2,316 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.