WealthStone’s AT&T T Stock Holding History

WealthStone’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
2021 Q1	$284K	Buy	12,456 +2,615	+27%	+$57.8K	0.1%	171
2020 Q4	$214K	Sell	9,841 -5,102	-34%	-$110K	0.08%	204
2020 Q3	$322K	Buy	14,943 +5,731	+62%	+$128K	0.15%	96
2020 Q2	$210K	Buy	+9,212	New	+$210K	0.1%	151
2019 Q3	–	Sell	-810	Closed	-$20.5K	–	540
2019 Q2	$20.5K	Buy	+810	New	+$19.4K	0.01%	214

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

WealthStone's T Position: Q1 2021 in Review

WealthStone increased its AT&T (T) stake by 27% in Q1 2021, buying an estimated $57.8K and bringing the position to 12,456 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #171.

WealthStone first reported a position in T in Q2 2019 and has held it in 5 quarters since. The position peaked at $322K in Q3 2020. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

WealthStone held 12,456 shares of AT&T worth $284K as of Q1 2021.
WealthStone bought 2,615 AT&T shares in Q1 2021, an estimated $57.8K.
AT&T made up 0.1% of WealthStone's portfolio in Q1 2021, its #171 holding.
WealthStone first reported a position in AT&T in Q2 2019 and has held it in 5 quarters since.
WealthStone's AT&T position peaked at $322K in Q3 2020.
2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.