TF
T icon

TLWM Financial’s AT&T T Stock Holding History

TLWM Financial’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 		– Sell
-26,741
Closed -$546K – 65
2020
Q3 		$546K Buy
26,741
+691
+3% +$15.4K 0.26% 39
2020
Q2 		$598K Sell
26,050
-170
-0.6% -$3.87K 0.35% 30
2020
Q1 		$580K Buy
26,220
+323
+1% +$8.82K 0.34% 28
2019
Q4 		$764K Buy
25,897
+34
+0.1% +$982 0.37% 22
2019
Q3 		$739K Sell
25,863
-526
-2% -$13.9K 0.38% 19
2019
Q2 		$667K Buy
26,389
+7,010
+36% +$168K 0.38% 23
2019
Q1 		$458K Sell
19,379
-694
-3% -$16K 0.26% 42
2018
Q4 		$459K Buy
20,073
+24
+0.1% +$559 0.28% 39
2018
Q3 		$503K Buy
20,049
+267
+1% +$6.54K 0.29% 36
2018
Q2 		$477K Sell
19,782
-300
-1% -$7.53K 0.3% 37
2018
Q1 		$539K Sell
20,082
-14
-0.1% -$390 0.36% 29
2017
Q4 		$590K Buy
+20,096
New +$549K 0.46% 20

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

TLWM Financial's T Position: Q4 2020 in Review

TLWM Financial sold out of AT&T (T) in Q4 2020, closing a stake of 26,741 shares — an estimated $546K sold.

TLWM Financial first reported a position in T in Q4 2017 and held it in 12 quarters. The position peaked at $764K in Q4 2019. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • TLWM Financial reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
  • TLWM Financial sold 26,741 AT&T shares in Q4 2020, an estimated $546K.
  • TLWM Financial first reported a position in AT&T in Q4 2017 and held it in 12 quarters.
  • TLWM Financial's AT&T position peaked at $764K in Q4 2019.
  • 2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on TLWM Financial's 13F filing for Q4 2020, filed 4 Feb 2021.