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TD Ameritrade Investment Management’s AT&T T Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-14,394
Closed -$230K – 433
2023
Q2 		$230K Sell
14,394
-5,603
-28% -$95.4K ﹤0.01% 157
2023
Q1 		$385K Sell
19,997
-6,576
-25% -$126K ﹤0.01% 133
2022
Q4 		$489K Sell
26,573
-9,858
-27% -$176K ﹤0.01% 136
2022
Q3 		$559K Sell
36,431
-7,580
-17% -$138K 0.01% 133
2022
Q2 		$922K Sell
44,011
-11,878
-21% -$237K 0.01% 125
2022
Q1 		$997K Buy
55,889
+6,011
+12% +$111K 0.01% 133
2021
Q4 		$927K Buy
49,878
+45,436
+1,023% +$849K 0.01% 132
2021
Q3 		$96K Sell
4,442
-42,206
-90% -$887K ﹤0.01% 262
2021
Q2 		$1.01M Buy
46,648
+39,749
+576% +$904K 0.01% 121
2021
Q1 		$150K Hold
6,899
– – ﹤0.01% 236
2020
Q4 		$150K Buy
6,899
+2,457
+55% +$53K ﹤0.01% 236
2020
Q3 		$96K Sell
4,442
-4,847
-52% -$108K ﹤0.01% 262
2020
Q2 		$212K Buy
9,289
+2,114
+29% +$48.1K ﹤0.01% 206
2020
Q1 		$158K Buy
7,175
+1,651
+30% +$45.1K ﹤0.01% 211
2019
Q4 		$163K Buy
5,524
+1,710
+45% +$49.4K ﹤0.01% 211
2019
Q3 		$109K Sell
3,814
-799
-17% -$21.2K ﹤0.01% 208
2019
Q2 		$117K Buy
4,613
+2,775
+151% +$66.6K ﹤0.01% 196
2019
Q1 		$44K Sell
1,838
-2,416
-57% -$55.6K ﹤0.01% 253
2018
Q4 		$92K Sell
4,254
-184
-4% -$4.28K ﹤0.01% 191
2018
Q3 		$113K Buy
4,438
+2,047
+86% +$50.1K ﹤0.01% 169
2018
Q2 		$58K Buy
+2,391
New +$60K ﹤0.01% 133

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's T Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of AT&T (T) in Q3 2023, closing a stake of 14,394 shares — an estimated $230K sold.

TD Ameritrade Investment Management first reported a position in T in Q2 2018 and held it in 21 quarters. The position peaked at $1.01M in Q2 2021. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining AT&T position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 14,394 AT&T shares in Q3 2023, an estimated $230K.
  • TD Ameritrade Investment Management first reported a position in AT&T in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's AT&T position peaked at $1.01M in Q2 2021.
  • 2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.