Wealth Advisors’s AT&T T Stock Holding History

Wealth 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 Q3	$327K	Buy	21,749 +141	+0.7%	+$2.07K	0.15%	45
2023 Q2	$327K	Buy	+21,608	New	+$368K	0.14%	48
2022 Q1	–	Sell	-10,883	Closed	-$202K	–	79
2021 Q4	$202K	Sell	10,883 -2,913	-21%	-$54.5K	0.07%	68
2021 Q3	$284K	Hold	13,796	–	–	0.11%	54
2021 Q2	$292K	Sell	13,796 -3,963	-22%	-$90.1K	0.11%	56
2021 Q1	$401K	Buy	17,759 +981	+6%	+$21.7K	0.16%	46
2020 Q4	$364K	Sell	16,778 -2,229	-12%	-$48.1K	0.16%	54
2020 Q3	$411K	Buy	19,007 +6,761	+55%	+$151K	0.19%	49
2020 Q2	$282K	Buy	12,246 +1,964	+19%	+$44.7K	0.15%	56
2020 Q1	$234K	Buy	10,282 +172	+2%	+$4.7K	0.15%	54
2019 Q4	$292K	Buy	+10,110	New	+$292K	0.17%	53

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

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

Wealth Advisors's T Position: Q3 2023 in Review

Wealth Advisors increased its AT&T (T) stake by 0.65% in Q3 2023, buying an estimated $2.07K and bringing the position to 21,749 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #45.

Wealth Advisors first reported a position in T in Q4 2019 and has held it in 11 quarters since. The position peaked at $411K in Q3 2020. 2,288 funds tracked by Wall St. Rank hold T as of Q3 2023.

Wealth Advisors held 21,749 shares of AT&T worth $327K as of Q3 2023.
Wealth Advisors bought 141 AT&T shares in Q3 2023, an estimated $2.07K.
AT&T made up 0.15% of Wealth Advisors's portfolio in Q3 2023, its #45 holding.
Wealth Advisors first reported a position in AT&T in Q4 2019 and has held it in 11 quarters since.
Wealth Advisors's AT&T position peaked at $411K in Q3 2020.
2,288 funds tracked by Wall St. Rank held AT&T as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.