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

SVA 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
2020
Q4 		$260K Buy
11,974
+2
+0% +$43 0.02% 209
2020
Q3 		$258K Sell
11,972
-1,682
-12% -$37.6K 0.03% 181
2020
Q2 		$312K Buy
13,654
+264
+2% +$6.01K 0.03% 169
2020
Q1 		$295K Sell
13,390
-1,297
-9% -$35.4K 0.03% 167
2019
Q4 		$433K Sell
14,687
-6,492
-31% -$187K 0.04% 160
2019
Q3 		$605K Buy
21,179
+1,503
+8% +$39.8K 0.06% 137
2019
Q2 		$498K Sell
19,676
-1,570
-7% -$37.7K 0.05% 147
2019
Q1 		$503K Sell
21,246
-41,570
-66% -$956K 0.05% 151
2018
Q4 		$1.35M Sell
62,816
-12,169
-16% -$283K 0.15% 105
2018
Q3 		$1.9M Sell
74,985
-22,101
-23% -$541K 0.19% 91
2018
Q2 		$2.35M Sell
97,086
-45,081
-32% -$1.13M 0.25% 83
2018
Q1 		$4.21M Buy
142,167
+9,179
+7% +$255K 0.52% 53
2017
Q4 		$3.9M Sell
132,988
-9,179
-6% -$251K 0.46% 59
2017
Q3 		$4.21M Buy
142,167
+4,185
+3% +$119K 0.52% 53
2017
Q2 		$3.93M Buy
137,982
+600
+0.4% +$17.7K 0.51% 57
2017
Q1 		$4.31M Sell
137,382
-17,799
-11% -$560K 0.58% 53
2016
Q4 		$4.99M Buy
155,181
+11,939
+8% +$352K 0.74% 41
2016
Q3 		$4.39M Buy
143,242
+51,056
+55% +$1.61M 0.68% 49
2016
Q2 		$3.01M Sell
92,186
-2,260
-2% -$67.3K 0.49% 65
2016
Q1 		$2.79M Buy
94,446
+4,107
+5% +$114K 0.46% 67
2015
Q4 		$2.35M Buy
90,339
+6,878
+8% +$174K 0.41% 75
2015
Q3 		$2.05M Buy
83,461
+9,825
+13% +$251K 0.38% 76
2015
Q2 		$1.98M Buy
73,636
+3,224
+5% +$83.3K 0.36% 77
2015
Q1 		$1.74M Buy
70,412
+10,109
+17% +$257K 0.32% 90
2014
Q4 		$1.53M Buy
60,303
+9,199
+18% +$239K 0.56% 42
2014
Q3 		$1.36M Sell
51,104
-405
-0.8% -$10.8K 0.58% 44
2014
Q2 		$1.38M Buy
51,509
+2,463
+5% +$66K 0.59% 43
2014
Q1 		$1.3M Buy
49,046
+10,156
+26% +$255K 0.61% 41
2013
Q4 		$1.03M Buy
+38,890
New +$1.02M 0.62% 45

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
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
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

SVA Wealth Management's T Position: Q4 2020 in Review

SVA Wealth Management increased its AT&T (T) stake by 0.02% in Q4 2020, buying an estimated $43 and bringing the position to 11,974 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #209.

SVA Wealth Management first reported a position in T in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.99M in Q4 2016. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • SVA Wealth Management held 11,974 shares of AT&T worth $260K as of Q4 2020.
  • SVA Wealth Management bought 2 AT&T shares in Q4 2020, an estimated $43.
  • AT&T made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #209 holding.
  • SVA Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's AT&T position peaked at $4.99M in Q4 2016.
  • 2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.