Tru Independence Asset Management 2’s AT&T T Stock Holding History

Tru Independence Asset Management 2’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	-11,384	Closed	-$204K	–	94
2022 Q1	$204K	Sell	11,384 -678	-6%	-$12.5K	0.12%	96
2021 Q4	$225K	Sell	12,062 -11,142	-48%	-$208K	0.12%	118
2021 Q3	$473K	Buy	23,204 +973	+4%	+$20.4K	0.34%	55
2021 Q2	$483K	Buy	22,231 +11,798	+113%	+$268K	0.33%	67
2021 Q1	$239K	Sell	10,433 -1,140	-10%	-$25.2K	0.19%	96
2020 Q4	$251K	Buy	+11,573	New	+$250K	0.21%	85

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tru Independence Asset Management 2's T Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of AT&T (T) in Q2 2022, closing a stake of 11,384 shares — an estimated $204K sold.

Tru Independence Asset Management 2 first reported a position in T in Q4 2020 and held it in 6 quarters. The position peaked at $483K in Q2 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 11,384 AT&T shares in Q2 2022, an estimated $204K.
Tru Independence Asset Management 2 first reported a position in AT&T in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's AT&T position peaked at $483K in Q2 2021.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.