TrueWealth LLC’s AT&T T Stock Holding History

TrueWealth LLC’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 Q2	$2.04M	Sell	89,169 -165	-0.2%	-$3.76K	0.86%	18
2020 Q1	$1.97M	Sell	89,334 -2,092	-2%	-$57.2K	0.96%	17
2019 Q4	$2.7M	Sell	91,426 -4,134	-4%	-$119K	1.09%	15
2019 Q3	$2.73M	Sell	95,560 -635	-0.7%	-$16.8K	1.18%	13
2019 Q2	$2.44M	Sell	96,195 -15,000	-13%	-$360K	1.08%	15
2019 Q1	$2.63M	Sell	111,195 -48,311	-30%	-$1.11M	1.22%	13
2018 Q4	$3.44M	Sell	159,506 -3,439	-2%	-$80.1K	1.74%	10
2018 Q3	$4.13M	Sell	162,945 -3,753	-2%	-$91.9K	1.89%	11
2018 Q2	$4.04M	Buy	166,698 +7,386	+5%	+$185K	1.92%	11
2018 Q1	$4.29M	Sell	159,312 -21,405	-12%	-$596K	2.16%	8
2017 Q4	$5.31M	Buy	+180,717	New	+$4.93M	2.49%	5

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

TrueWealth LLC's T Position: Q2 2020 in Review

TrueWealth LLC reduced its AT&T (T) stake by 0.18% in Q2 2020, selling an estimated $3.76K and leaving 89,169 shares worth $2.04M. The position accounts for 0.86% of the portfolio, ranked #18.

TrueWealth LLC first reported a position in T in Q4 2017 and has held it in 11 quarters since. The position peaked at $5.31M in Q4 2017. 2,470 funds tracked by Wall St. Rank hold T as of Q2 2020.

TrueWealth LLC held 89,169 shares of AT&T worth $2.04M as of Q2 2020.
TrueWealth LLC sold 165 AT&T shares in Q2 2020, an estimated $3.76K.
AT&T made up 0.86% of TrueWealth LLC's portfolio in Q2 2020, its #18 holding.
TrueWealth LLC first reported a position in AT&T in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's AT&T position peaked at $5.31M in Q4 2017.
2,470 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.