WD Rutherford’s AT&T T Stock Holding History

WD Rutherford’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	-3,775	Closed	-$69.5K	–	118
2022 Q4	$69.5K	Hold	3,775	–	–	0.05%	90
2022 Q3	$58K	Hold	3,775	–	–	0.05%	95
2022 Q2	$79K	Sell	3,775 -720	-16%	-$14.4K	0.06%	82
2022 Q1	$80K	Hold	4,495	–	–	0.05%	96
2021 Q4	$84K	Hold	4,495	–	–	0.04%	99
2021 Q3	$92K	Buy	+4,495	New	+$94.4K	0.05%	98
2021 Q2	–	Sell	-29,485	Closed	-$674K	–	126
2021 Q1	$674K	Sell	29,485 -2,821	-9%	-$62.4K	0.42%	52
2020 Q4	$702K	Buy	+32,306	New	+$697K	0.44%	47

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

WD Rutherford's T Position: Q1 2023 in Review

WD Rutherford sold out of AT&T (T) in Q1 2023, closing a stake of 3,775 shares — an estimated $69.5K sold.

WD Rutherford first reported a position in T in Q4 2020 and held it in 8 quarters. The position peaked at $702K in Q4 2020. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

WD Rutherford reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
WD Rutherford sold 3,775 AT&T shares in Q1 2023, an estimated $69.5K.
WD Rutherford first reported a position in AT&T in Q4 2020 and held it in 8 quarters.
WD Rutherford's AT&T position peaked at $702K in Q4 2020.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.