Ulland Investment Advisors’s AT&T T Stock Holding History

Ulland Investment Advisors’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
2023 Q2	–	Sell	-2,017	Closed	-$39K	–	224
2023 Q1	$39K	Hold	2,017	–	–	0.05%	105
2022 Q4	$37K	Hold	2,017	–	–	0.04%	106
2022 Q3	$31K	Hold	2,017	–	–	0.03%	110
2022 Q2	$42K	Sell	2,017 -654	-24%	-$13K	0.04%	107
2022 Q1	$48K	Hold	2,671	–	–	0.04%	107
2021 Q4	$50K	Buy	+2,671	New	+$49.9K	0.03%	105

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ulland Investment Advisors's T Position: Q2 2023 in Review

Ulland Investment Advisors sold out of AT&T (T) in Q2 2023, closing a stake of 2,017 shares — an estimated $39K sold.

Ulland Investment Advisors first reported a position in T in Q4 2021 and held it in 6 quarters. The position peaked at $50K in Q4 2021. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Ulland Investment Advisors reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Ulland Investment Advisors sold 2,017 AT&T shares in Q2 2023, an estimated $39K.
Ulland Investment Advisors first reported a position in AT&T in Q4 2021 and held it in 6 quarters.
Ulland Investment Advisors's AT&T position peaked at $50K in Q4 2021.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Ulland Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.