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Waverton Investment Management’s AT&T T Stock Holding History

Waverton Investment 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
2022
Q4 		– Sell
-13,776
Closed -$211K – 84
2022
Q3 		$211K Sell
13,776
-4,440
-24% -$80.8K 0.01% 79
2022
Q2 		$382K Buy
18,216
+1,380
+8% +$27.5K 0.01% 76
2022
Q1 		$300K Buy
+16,836
New +$311K 0.01% 74
2021
Q4 		– Sell
-15,777
Closed -$322K – 70
2021
Q3 		$322K Sell
15,777
-437
-3% -$9.18K 0.01% 52
2021
Q2 		$352K Sell
16,214
-102,808
-86% -$2.34M 0.01% 52
2021
Q1 		$2.72M Sell
119,022
-3,827
-3% -$84.6K 0.12% 42
2020
Q4 		$2.67M Sell
122,849
-16,020
-12% -$345K 0.12% 45
2020
Q3 		$2.99M Buy
138,869
+8,544
+7% +$191K 0.15% 40
2020
Q2 		$2.98M Sell
130,325
-72,291
-36% -$1.65M 0.16% 38
2020
Q1 		$4.46M Sell
202,616
-2,117,129
-91% -$57.8M 0.29% 30
2019
Q4 		$68.5M Buy
2,319,745
+288,744
+14% +$8.34M 3.54% 16
2019
Q3 		$58M Buy
2,031,001
+229,788
+13% +$6.09M 2.97% 17
2019
Q2 		$45.6M Sell
1,801,213
-128,524
-7% -$3.08M 2.3% 18
2019
Q1 		$45.7M Sell
1,929,737
-42,950
-2% -$988K 2.38% 17
2018
Q4 		$42.5M Buy
1,972,687
+309,109
+19% +$7.2M 2.58% 18
2018
Q3 		$42.2M Buy
1,663,578
+1,049,114
+171% +$25.7M 2.07% 18
2018
Q2 		$14.9M Buy
+614,464
New +$15.4M 0.87% 21
2014
Q2 		– Sell
-33,616
Closed -$890K – 144
2014
Q1 		$890K Sell
33,616
-5,296
-14% -$133K 0.04% 156
2013
Q4 		$1.03M Sell
38,912
-748
-2% -$19.7K 0.05% 153
2013
Q3 		$1.01M Sell
39,660
-2,827
-7% -$74.2K 0.06% 168
2013
Q2 		$1.14M Buy
+42,487
New +$1.18M 0.1% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waverton Investment Management's T Position: Q4 2022 in Review

Waverton Investment Management sold out of AT&T (T) in Q4 2022, closing a stake of 13,776 shares — an estimated $211K sold.

Waverton Investment Management first reported a position in T in Q2 2013 and held it in 21 quarters. The position peaked at $68.5M in Q4 2019. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • Waverton Investment Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • Waverton Investment Management sold 13,776 AT&T shares in Q4 2022, an estimated $211K.
  • Waverton Investment Management first reported a position in AT&T in Q2 2013 and held it in 21 quarters.
  • Waverton Investment Management's AT&T position peaked at $68.5M in Q4 2019.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Waverton Investment Management's 13F filing for Q4 2022, filed 2 Feb 2023.