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Treybourne Wealth Planners’s AT&T T Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$499K Hold
22,950
– – 0.31% 27
2021
Q1 		$525K Buy
22,950
+815
+4% +$18K 0.36% 24
2020
Q4 		$481K Buy
+22,135
New +$477K 0.35% 24

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Treybourne Wealth Planners's T Position: Q2 2021 in Review

Treybourne Wealth Planners held its AT&T (T) position steady in Q2 2021 at 22,950 shares worth $499K. The position accounts for 0.31% of the portfolio, ranked #27.

Treybourne Wealth Planners first reported a position in T in Q4 2020 and has held it in 3 quarters since. The position peaked at $525K in Q1 2021. 2,561 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • Treybourne Wealth Planners held 22,950 shares of AT&T worth $499K as of Q2 2021.
  • Treybourne Wealth Planners left its AT&T share count unchanged in Q2 2021.
  • AT&T made up 0.31% of Treybourne Wealth Planners's portfolio in Q2 2021, its #27 holding.
  • Treybourne Wealth Planners first reported a position in AT&T in Q4 2020 and has held it in 3 quarters since.
  • Treybourne Wealth Planners's AT&T position peaked at $525K in Q1 2021.
  • 2,561 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.