USAdvisors Wealth Management’s AT&T T Stock Holding History

USAdvisors Wealth Management’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 Q1	–	Sell	-12,217	Closed	-$225K	–	117
2022 Q4	$225K	Buy	+12,217	New	+$219K	0.11%	103
2022 Q2	–	Sell	-12,802	Closed	-$228K	–	121
2022 Q1	$228K	Sell	12,802 -6,949	-35%	-$129K	0.1%	109
2021 Q4	$367K	Buy	19,751 +2,656	+16%	+$49.6K	0.15%	90
2021 Q3	$349K	Buy	17,095 +4,303	+34%	+$90.4K	0.15%	87
2021 Q2	$278K	Sell	12,792 -6,103	-32%	-$139K	0.15%	90
2021 Q1	$432K	Sell	18,895 -2,811	-13%	-$62.1K	0.21%	77
2020 Q4	$471K	Buy	21,706 +1,173	+6%	+$25.3K	0.23%	62
2020 Q3	$442K	Sell	20,533 -1,365	-6%	-$30.5K	68.97%	1
2020 Q2	$500K	Buy	+21,898	New	+$499K	0.27%	48

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

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

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

Norges Bank Oslo, Norway $935B AUM

USAdvisors Wealth Management's T Position: Q1 2023 in Review

USAdvisors Wealth Management sold out of AT&T (T) in Q1 2023, closing a stake of 12,217 shares — an estimated $225K sold.

USAdvisors Wealth Management first reported a position in T in Q2 2020 and held it in 9 quarters. The position peaked at $500K in Q2 2020. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

USAdvisors Wealth Management reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
USAdvisors Wealth Management sold 12,217 AT&T shares in Q1 2023, an estimated $225K.
USAdvisors Wealth Management first reported a position in AT&T in Q2 2020 and held it in 9 quarters.
USAdvisors Wealth Management's AT&T position peaked at $500K in Q2 2020.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on USAdvisors Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.