W
T icon

WealthOne’s AT&T T Stock Holding History

WealthOne’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 		– Sell
-11,491
Closed -$183K – 106
2023
Q2 		$183K Sell
11,491
-451
-4% -$7.68K 0.07% 109
2023
Q1 		$230K Buy
11,942
+271
+2% +$5.18K 0.09% 95
2022
Q4 		$215K Buy
11,671
+20
+0.2% +$358 0.09% 108
2022
Q3 		$179K Buy
11,651
+294
+3% +$5.35K 0.08% 106
2022
Q2 		$238K Sell
11,357
-3,236
-22% -$64.5K 0.1% 105
2022
Q1 		$260K Buy
14,593
+17
+0.1% +$315 0.09% 103
2021
Q4 		$271K Sell
14,576
-2,607
-15% -$48.7K 0.09% 92
2021
Q3 		$351K Buy
17,183
+2,054
+14% +$43.2K 0.13% 89
2021
Q2 		$329K Sell
15,129
-4,065
-21% -$92.5K 0.13% 94
2021
Q1 		$439K Sell
19,194
-2,485
-11% -$54.9K 0.19% 75
2020
Q4 		$471K Sell
21,679
-8,454
-28% -$182K 0.23% 58
2020
Q3 		$649K Buy
30,133
+3,818
+15% +$85.3K 0.37% 41
2020
Q2 		$601K Buy
26,315
+3,750
+17% +$85.4K 0.37% 39
2020
Q1 		$497K Buy
22,565
+7,107
+46% +$194K 0.38% 42
2019
Q4 		$456K Buy
15,458
+2,835
+22% +$81.9K 0.28% 49
2019
Q3 		$361K Sell
12,623
-489
-4% -$13K 0.26% 59
2019
Q2 		$332K Buy
13,112
+11,874
+959% +$285K 0.23% 67
2019
Q1 		$292K Sell
1,238
-9,935
-89% -$229K 0.33% 57
2018
Q4 		$241K Buy
+11,173
New +$260K 0.21% 64

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return