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Transform Wealth’s AT&T T Stock Holding History

Transform Wealth’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 		– Sell
-11,966
Closed -$214K – 224
2022
Q1 		$214K Sell
11,966
-425
-3% -$7.86K 0.02% 215
2021
Q4 		$230K Buy
12,391
+5
+0% +$93 0.02% 209
2021
Q3 		$253K Buy
12,386
+663
+6% +$13.9K 0.03% 202
2021
Q2 		$255K Buy
+11,723
New +$267K 0.03% 208
2020
Q4 		– Sell
-12,060
Closed -$260K – 225
2020
Q3 		$260K Buy
12,060
+1
+0% +$22 0.04% 189
2020
Q2 		$275K Sell
12,059
-556
-4% -$12.7K 0.05% 191
2020
Q1 		$278K Sell
12,615
-3,975
-24% -$109K 0.06% 177
2019
Q4 		$490K Buy
16,590
+3,101
+23% +$89.5K 0.08% 161
2019
Q3 		$386K Sell
13,489
-2,849
-17% -$75.5K 0.07% 158
2019
Q2 		$413K Buy
16,338
+5,698
+54% +$137K 0.06% 184
2019
Q1 		$252K Sell
10,640
-12,710
-54% -$292K 0.05% 148
2018
Q4 		$503K Sell
23,350
-31,967
-58% -$744K 0.1% 132
2018
Q3 		$1.4M Sell
55,317
-14,445
-21% -$354K 0.24% 104
2018
Q2 		$1.69M Buy
69,762
+56,337
+420% +$1.41M 0.31% 99
2018
Q1 		$362K Sell
13,425
-310
-2% -$8.63K 0.07% 188
2017
Q4 		$403K Sell
13,735
-532
-4% -$14.5K 0.07% 196
2017
Q3 		$422K Buy
+14,267
New +$405K 0.15% 160
2017
Q2 		– Sell
-16,032
Closed -$503K – 165
2017
Q1 		$503K Buy
16,032
+490
+3% +$15.4K 0.19% 149
2016
Q4 		$499K Buy
15,542
+15
+0.1% +$443 0.2% 148
2016
Q3 		$476K Sell
15,527
-35,164
-69% -$1.11M 0.2% 136
2016
Q2 		$1.65M Buy
+50,691
New +$1.51M 0.7% 36

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

Transform Wealth's T Position: Q2 2022 in Review

Transform Wealth sold out of AT&T (T) in Q2 2022, closing a stake of 11,966 shares — an estimated $214K sold.

Transform Wealth first reported a position in T in Q2 2016 and held it in 21 quarters. The position peaked at $1.69M in Q2 2018. 2,397 funds tracked by Wall St. Rank hold T as of Q2 2022.

  • Transform Wealth reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
  • Transform Wealth sold 11,966 AT&T shares in Q2 2022, an estimated $214K.
  • Transform Wealth first reported a position in AT&T in Q2 2016 and held it in 21 quarters.
  • Transform Wealth's AT&T position peaked at $1.69M in Q2 2018.
  • 2,397 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.