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Westover Capital Advisors’s AT&T T Stock Holding History

Westover Capital 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
2021
Q4 		– Sell
-9,896
Closed -$202K – 187
2021
Q3 		$202K Sell
9,896
-19,552
-66% -$411K 0.06% 166
2021
Q2 		$640K Sell
29,448
-14,936
-34% -$340K 0.21% 88
2021
Q1 		$1.01M Buy
44,384
+3,359
+8% +$74.3K 0.35% 69
2020
Q4 		$891K Buy
41,025
+3,405
+9% +$73.4K 0.32% 72
2020
Q3 		$810K Buy
37,620
+2,480
+7% +$55.4K 0.33% 70
2020
Q2 		$802K Buy
35,140
+20,401
+138% +$465K 0.38% 71
2020
Q1 		$324K Buy
14,739
+646
+5% +$17.6K 0.18% 87
2019
Q4 		$416K Sell
14,093
-720
-5% -$20.8K 0.19% 94
2019
Q3 		$423K Buy
14,813
+977
+7% +$25.9K 0.2% 90
2019
Q2 		$350K Buy
+13,836
New +$332K 0.17% 96
2018
Q1 		– Sell
-112,950
Closed -$3.32M – 122
2017
Q4 		$3.32M Buy
112,950
+31,762
+39% +$867K 1.82% 16
2017
Q3 		$2.4M Sell
81,188
-6,965
-8% -$198K 1.41% 24
2017
Q2 		$2.51M Sell
88,153
-11,106
-11% -$327K 1.65% 25
2017
Q1 		$3.12M Buy
99,259
+3,779
+4% +$119K 2.08% 14
2016
Q4 		$3.07M Sell
95,480
-2,181
-2% -$64.4K 2.19% 17
2016
Q3 		$3M Sell
97,661
-10,532
-10% -$333K 2.22% 16
2016
Q2 		$3.53M Buy
108,193
+89,973
+494% +$2.68M 2.89% 10
2016
Q1 		$539K Hold
18,220
– – 0.45% 61
2015
Q4 		$474K Sell
18,220
-1,081
-6% -$27.4K 0.4% 64
2015
Q3 		$475K Sell
19,301
-2,797
-13% -$71.3K 0.41% 62
2015
Q2 		$593K Sell
22,098
-6,081
-22% -$157K 0.47% 57
2015
Q1 		$695K Buy
28,179
+792
+3% +$20.1K 0.56% 54
2014
Q4 		$695K Sell
27,387
-3,303
-11% -$85.7K 0.6% 49
2014
Q3 		$817K Buy
+30,690
New +$816K 0.67% 49

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Westover Capital Advisors's T Position: Q4 2021 in Review

Westover Capital Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 9,896 shares — an estimated $202K sold.

Westover Capital Advisors first reported a position in T in Q3 2014 and held it in 24 quarters. The position peaked at $3.53M in Q2 2016. 2,528 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Westover Capital Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 9,896 AT&T shares in Q4 2021, an estimated $202K.
  • Westover Capital Advisors first reported a position in AT&T in Q3 2014 and held it in 24 quarters.
  • Westover Capital Advisors's AT&T position peaked at $3.53M in Q2 2016.
  • 2,528 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Westover Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.