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Wealthspire Advisors (Maryland)’s AT&T T Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.22M Sell
103,133
-46,193
-31% -$1.03M 0.08% 119
2020
Q2 		$3.41M Sell
149,326
-22,960
-13% -$523K 0.24% 63
2020
Q1 		$3.79M Sell
172,286
-14,197
-8% -$388K 0.33% 50
2019
Q4 		$5.5M Buy
186,483
+17,186
+10% +$496K 0.37% 48
2019
Q3 		$4.84M Buy
169,297
+15,779
+10% +$418K 0.35% 49
2019
Q2 		$3.88M Sell
153,518
-3,457
-2% -$82.9K 0.29% 58
2019
Q1 		$3.72M Buy
156,975
+424
+0.3% +$9.75K 0.28% 55
2018
Q4 		$3.38M Sell
156,551
-506
-0.3% -$11.8K 0.3% 54
2018
Q3 		$3.98M Sell
157,057
-4,494
-3% -$110K 0.33% 45
2018
Q2 		$3.92M Sell
161,551
-3,266
-2% -$82K 0.35% 46
2018
Q1 		$4.44M Buy
164,817
+7,638
+5% +$213K 0.42% 43
2017
Q4 		$4.62M Buy
157,179
+149
+0.1% +$4.07K 0.45% 38
2017
Q3 		$4.65M Buy
157,030
+1,434
+0.9% +$40.7K 0.51% 33
2017
Q2 		$4.43M Buy
155,596
+66,650
+75% +$1.96M 0.53% 33
2017
Q1 		$2.79M Sell
88,946
-3,508
-4% -$110K 0.4% 40
2016
Q4 		$2.97M Buy
92,454
+660
+0.7% +$19.5K 0.44% 35
2016
Q3 		$2.82M Sell
91,794
-6,961
-7% -$220K 0.44% 38
2016
Q2 		$3.22M Buy
98,755
+2,212
+2% +$65.8K 0.54% 32
2016
Q1 		$2.86M Buy
96,543
+6,492
+7% +$180K 0.5% 34
2015
Q4 		$2.34M Buy
+90,051
New +$2.28M 0.44% 37

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s T Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its AT&T (T) stake by 31% in Q3 2020, selling an estimated $1.03M and leaving 103,133 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #119.

Wealthspire Advisors (Maryland) first reported a position in T in Q4 2015 and has held it in 20 quarters since. The position peaked at $5.5M in Q4 2019. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 103,133 shares of AT&T worth $2.22M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 46,193 AT&T shares in Q3 2020, an estimated $1.03M.
  • AT&T made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #119 holding.
  • Wealthspire Advisors (Maryland) first reported a position in AT&T in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s AT&T position peaked at $5.5M in Q4 2019.
  • 2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.