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Whitegate Investment Counselors’s AT&T T Stock Holding History

Whitegate Investment Counselors’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
-31,328
Closed -$639K – 196
2021
Q3 		$639K Sell
31,328
-4,952
-14% -$104K 0.09% 143
2021
Q2 		$789K Sell
36,280
-5,885
-14% -$134K 0.11% 138
2021
Q1 		$964K Hold
42,165
– – 0.15% 114
2020
Q4 		$916K Sell
42,165
-534
-1% -$11.5K 0.15% 111
2020
Q3 		$919K Sell
42,699
-4,332
-9% -$96.8K 0.17% 105
2020
Q2 		$1.07M Sell
47,031
-265
-0.6% -$6.04K 0.21% 90
2020
Q1 		$1.04M Sell
47,296
-132
-0.3% -$3.61K 0.25% 89
2019
Q4 		$1.4M Buy
47,428
+4
+0% +$115 0.25% 87
2019
Q3 		$1.35M Buy
47,424
+4,181
+10% +$111K 0.27% 86
2019
Q2 		$1.09M Sell
43,243
-826
-2% -$19.8K 0.22% 96
2019
Q1 		$1.04M Sell
44,069
-1,346
-3% -$31K 0.22% 97
2018
Q4 		$979K Buy
45,415
+4,039
+10% +$94K 0.23% 96
2018
Q3 		$1.05M Sell
41,376
-3,469
-8% -$85K 0.21% 99
2018
Q2 		$1.09M Buy
44,845
+132
+0.3% +$3.31K 0.22% 97
2018
Q1 		$1.2M Buy
44,713
+1,324
+3% +$36.8K 0.26% 93
2017
Q4 		$1.27M Hold
43,389
– – 0.27% 95
2017
Q3 		$1.28M Sell
43,389
-58
-0.1% -$1.65K 0.28% 90
2017
Q2 		$1.24M Sell
43,447
-66
-0.2% -$1.95K 0.28% 89
2017
Q1 		$1.37M Sell
43,513
-1,181
-3% -$37.2K 0.33% 84
2016
Q4 		$1.44M Sell
44,694
-2,072
-4% -$61.1K 0.38% 76
2016
Q3 		$1.43M Buy
46,766
+3,829
+9% +$121K 0.39% 76
2016
Q2 		$1.4M Buy
+42,937
New +$1.28M 0.39% 75
2014
Q1 		$1.23M Buy
+41,613
New +$1.04M 0.34% 80

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whitegate Investment Counselors's T Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of AT&T (T) in Q4 2021, closing a stake of 31,328 shares — an estimated $639K sold.

Whitegate Investment Counselors first reported a position in T in Q1 2014 and held it in 23 quarters. The position peaked at $1.44M in Q4 2016. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 31,328 AT&T shares in Q4 2021, an estimated $639K.
  • Whitegate Investment Counselors first reported a position in AT&T in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's AT&T position peaked at $1.44M in Q4 2016.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.