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

Wealth Management Solutions’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
Q3 		– Sell
-12,752
Closed -$267K – 97
2022
Q2 		$267K Sell
12,752
-7,672
-38% -$153K 0.15% 68
2022
Q1 		$365K Buy
20,424
+2,990
+17% +$55.3K 0.19% 72
2021
Q4 		$324K Buy
+17,434
New +$326K 0.17% 85

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Management Solutions's T Position: Q3 2022 in Review

Wealth Management Solutions sold out of AT&T (T) in Q3 2022, closing a stake of 12,752 shares — an estimated $267K sold.

Wealth Management Solutions first reported a position in T in Q4 2021 and held it in 3 quarters. The position peaked at $365K in Q1 2022. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

  • Wealth Management Solutions reported no remaining AT&T position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 12,752 AT&T shares in Q3 2022, an estimated $267K.
  • Wealth Management Solutions first reported a position in AT&T in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's AT&T position peaked at $365K in Q1 2022.
  • 2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.