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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return