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Wealthstreet Investment Advisors’s AT&T T Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$65K Sell
3,641
-662
-15% -$12.2K 1.75% 17
2021
Q4 		$80K Sell
4,303
-1,324
-24% -$24.8K 1.97% 15
2021
Q3 		$115K Sell
5,627
-12,921
-70% -$271K 3.18% 11
2021
Q2 		$403K Sell
18,548
-304,442
-94% -$6.92M 2.09% 15
2021
Q1 		$7.38M Sell
322,990
-7,859
-2% -$174K 0.72% 32
2020
Q4 		$7.19M Buy
330,849
+3,380
+1% +$72.9K 0.73% 32
2020
Q3 		$7.05M Buy
327,469
+3,972
+1% +$88.8K 0.79% 31
2020
Q2 		$7.39M Buy
323,497
+58,202
+22% +$1.33M 0.9% 27
2020
Q1 		$5.84M Buy
265,295
+19,835
+8% +$542K 0.86% 32
2019
Q4 		$7.25M Sell
245,460
-1,825
-0.7% -$52.7K 0.85% 32
2019
Q3 		$7.11M Buy
247,285
+42,193
+21% +$1.12M 0.91% 30
2019
Q2 		$5.19M Buy
205,092
+3,174
+2% +$76.1K 0.67% 40
2019
Q1 		$4.78M Buy
201,918
+5,127
+3% +$118K 0.63% 42
2018
Q4 		$4.56M Buy
196,791
+12,114
+7% +$282K 0.64% 42
2018
Q3 		$4.68M Buy
184,677
+3,297
+2% +$80.8K 0.58% 49
2018
Q2 		$4.4M Buy
181,380
+35,834
+25% +$899K 0.58% 50
2018
Q1 		$3.92M Buy
145,546
+5,112
+4% +$142K 0.49% 54
2017
Q4 		$4.12M Buy
+140,434
New +$3.83M 0.5% 57

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthstreet Investment Advisors's T Position: Q1 2022 in Review

Wealthstreet Investment Advisors reduced its AT&T (T) stake by 15% in Q1 2022, selling an estimated $12.2K and leaving 3,641 shares worth $65K. The position accounts for 1.75% of the portfolio, ranked #17.

Wealthstreet Investment Advisors first reported a position in T in Q4 2017 and has held it in 18 quarters since. The position peaked at $7.39M in Q2 2020. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

  • Wealthstreet Investment Advisors held 3,641 shares of AT&T worth $65K as of Q1 2022.
  • Wealthstreet Investment Advisors sold 662 AT&T shares in Q1 2022, an estimated $12.2K.
  • AT&T made up 1.75% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #17 holding.
  • Wealthstreet Investment Advisors first reported a position in AT&T in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's AT&T position peaked at $7.39M in Q2 2020.
  • 2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.