Swaine & Leidel Wealth Services’s AT&T T Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$3.89M	Buy	+5,152	New	+$95.3K	2.99%	14
2021 Q3	$227K	Buy	+11,164	New	+$235K	0.2%	56
2021 Q1	$3.89M	Buy	170,191 +9,223	+6%	+$204K	2.51%	19
2020 Q4	$3.5M	Buy	160,968 +32,809	+26%	+$708K	2.54%	14
2020 Q3	$2.76M	Sell	128,159 -4,103	-3%	-$91.7K	2.69%	22
2020 Q2	$3.02M	Buy	132,262 +3,541	+3%	+$80.6K	3.08%	15
2020 Q1	$2.83M	Buy	128,721 +11,061	+9%	+$302K	2.94%	13
2019 Q4	$3.47M	Buy	+117,660	New	+$3.4M	2.9%	5
2019 Q1	–	Sell	-70,191	Closed	-$1.61M	–	63
2018 Q4	$1.61M	Buy	+70,191	New	+$1.63M	2.55%	16

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swaine & Leidel Wealth Services's T Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in AT&T (T) in Q1 2022: 5,152 shares worth $3.89M. The stake represents 2.99% of the portfolio and ranks #14 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in T as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in T in Q4 2018 and has held it in 9 quarters since. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Swaine & Leidel Wealth Services held 5,152 shares of AT&T worth $3.89M as of Q1 2022.
AT&T was a new Swaine & Leidel Wealth Services position in Q1 2022.
AT&T made up 2.99% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #14 holding.
Swaine & Leidel Wealth Services first reported a position in AT&T in Q4 2018 and has held it in 9 quarters since.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.