Westshore Wealth’s AT&T T Stock Holding History

Westshore Wealth’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 Q3	–	Sell	-10,505	Closed	-$228K	–	133
2021 Q2	$228K	Buy	10,505 +3	+0%	+$68	0.12%	125
2021 Q1	$240K	Buy	+10,502	New	+$232K	0.14%	117
2019 Q4	$352K	Buy	+11,940	New	+$345K	0.39%	56

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Westshore Wealth's T Position: Q3 2021 in Review

Westshore Wealth sold out of AT&T (T) in Q3 2021, closing a stake of 10,505 shares — an estimated $228K sold.

Westshore Wealth first reported a position in T in Q4 2019 and held it in 3 quarters. The position peaked at $352K in Q4 2019. 2,487 funds tracked by Wall St. Rank hold T as of Q3 2021.

Westshore Wealth reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 10,505 AT&T shares in Q3 2021, an estimated $228K.
Westshore Wealth first reported a position in AT&T in Q4 2019 and held it in 3 quarters.
Westshore Wealth's AT&T position peaked at $352K in Q4 2019.
2,487 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.