TWM
T icon

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

Titus 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
2022
Q2 		$414K Sell
19,772
-6,315
-24% -$126K 0.21% 82
2022
Q1 		$466K Sell
26,087
-30
-0.1% -$555 0.21% 77
2021
Q4 		$485K Buy
26,117
+6,686
+34% +$125K 0.22% 78
2021
Q3 		$397K Buy
19,431
+2,757
+17% +$57.9K 0.21% 84
2021
Q2 		$362K Buy
16,674
+91
+0.5% +$2.07K 0.2% 89
2021
Q1 		$379K Buy
16,583
+597
+4% +$13.2K 0.22% 77
2020
Q4 		$347K Buy
15,986
+1,463
+10% +$31.5K 0.21% 84
2020
Q3 		$313K Buy
14,523
+93
+0.6% +$2.08K 0.22% 83
2020
Q2 		$329K Buy
14,430
+2,318
+19% +$52.8K 0.26% 72
2020
Q1 		$267K Buy
12,112
+608
+5% +$16.6K 0.25% 73
2019
Q4 		$340K Sell
11,504
-822
-7% -$23.7K 0.34% 67
2019
Q3 		$352K Buy
12,326
+575
+5% +$15.2K 0.32% 61
2019
Q2 		$297K Sell
11,751
-110,338
-90% -$2.65M 0.29% 64
2019
Q1 		$289 Buy
122,089
+108,288
+785% +$2.49M 0.25% 78
2018
Q4 		$297 Sell
13,801
-399
-3% -$9.29K 0.25% 66
2018
Q3 		$360K Sell
14,200
-3,832
-21% -$93.9K 0.31% 59
2018
Q2 		$438K Buy
18,032
+962
+6% +$24.1K 0.47% 40
2018
Q1 		$460K Buy
17,070
+825
+5% +$23K 0.44% 37
2017
Q4 		$477K Buy
+16,245
New +$444K 0.54% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Titus Wealth Management's T Position: Q2 2022 in Review

Titus Wealth Management reduced its AT&T (T) stake by 24% in Q2 2022, selling an estimated $126K and leaving 19,772 shares worth $414K. The position accounts for 0.21% of the portfolio, ranked #82.

Titus Wealth Management first reported a position in T in Q4 2017 and has held it in 19 quarters since. The position peaked at $485K in Q4 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

  • Titus Wealth Management held 19,772 shares of AT&T worth $414K as of Q2 2022.
  • Titus Wealth Management sold 6,315 AT&T shares in Q2 2022, an estimated $126K.
  • AT&T made up 0.21% of Titus Wealth Management's portfolio in Q2 2022, its #82 holding.
  • Titus Wealth Management first reported a position in AT&T in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's AT&T position peaked at $485K in Q4 2021.
  • 2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.