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

Torch 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
2019 Q4	$859K	Buy	29,127 +1,801	+7%	+$52K	0.47%	61
2019 Q3	$781K	Sell	27,326 -2,794	-9%	-$74K	0.46%	60
2019 Q2	$762K	Sell	30,120 -1,125	-4%	-$27K	0.46%	64
2019 Q1	$740K	Sell	31,245 -1,059	-3%	-$24.4K	0.46%	62
2018 Q4	$696K	Sell	32,304 -3,376	-9%	-$78.6K	0.5%	58
2018 Q3	$905K	Hold	35,680	–	–	0.54%	59
2018 Q2	$865K	Buy	35,680 +1,059	+3%	+$26.6K	0.54%	62
2018 Q1	$932K	Sell	34,621 -795	-2%	-$22.1K	0.6%	58
2017 Q4	$1.04M	Sell	35,416 -12,313	-26%	-$336K	0.64%	57
2017 Q3	$1.41M	Buy	47,729 +265	+0.6%	+$7.52K	0.93%	43
2017 Q2	$1.35M	Buy	47,464 +265	+0.6%	+$7.81K	0.93%	41
2017 Q1	$1.48M	Buy	47,199 +728	+2%	+$22.9K	0.99%	41
2016 Q4	$1.49M	Hold	46,471	–	–	1.05%	38
2016 Q3	$1.43M	Hold	46,471	–	–	1.04%	36
2016 Q2	$1.52M	Hold	46,471	–	–	1.11%	33
2016 Q1	$1.38M	Buy	+46,471	New	+$1.29M	1.03%	36
2014 Q3	–	Sell	-2,508	Closed	-$67K	–	217
2014 Q2	$67K	Hold	2,508	–	–	0.05%	143
2014 Q1	$66K	Buy	2,508 +331	+15%	+$8.31K	0.05%	135
2013 Q4	$58K	Buy	+2,177	New	+$57.3K	0.04%	135

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's T Position: Q4 2019 in Review

Torch Wealth Management increased its AT&T (T) stake by 6.6% in Q4 2019, buying an estimated $52K and bringing the position to 29,127 shares worth $859K. The position accounts for 0.47% of the portfolio, ranked #61.

Torch Wealth Management first reported a position in T in Q4 2013 and has held it in 19 quarters since. The position peaked at $1.52M in Q2 2016. 2,587 funds tracked by Wall St. Rank hold T as of Q4 2019.

Torch Wealth Management held 29,127 shares of AT&T worth $859K as of Q4 2019.
Torch Wealth Management bought 1,801 AT&T shares in Q4 2019, an estimated $52K.
AT&T made up 0.47% of Torch Wealth Management's portfolio in Q4 2019, its #61 holding.
Torch Wealth Management first reported a position in AT&T in Q4 2013 and has held it in 19 quarters since.
Torch Wealth Management's AT&T position peaked at $1.52M in Q2 2016.
2,587 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.