Wilkinson Global Asset Management’s AT&T T Stock Holding History

Wilkinson Global Asset Management’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	-46,532	Closed	-$949K	–	96
2021 Q3	$949K	Sell	46,532 -5,958	-11%	-$125K	0.06%	54
2021 Q2	$1.14M	Buy	52,490 +5,296	+11%	+$120K	0.07%	53
2021 Q1	$1.08M	Buy	+47,194	New	+$1.04M	0.07%	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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilkinson Global Asset Management's T Position: Q4 2021 in Review

Wilkinson Global Asset Management sold out of AT&T (T) in Q4 2021, closing a stake of 46,532 shares — an estimated $949K sold.

Wilkinson Global Asset Management first reported a position in T in Q1 2021 and held it in 3 quarters. The position peaked at $1.14M in Q2 2021. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Wilkinson Global Asset Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Wilkinson Global Asset Management sold 46,532 AT&T shares in Q4 2021, an estimated $949K.
Wilkinson Global Asset Management first reported a position in AT&T in Q1 2021 and held it in 3 quarters.
Wilkinson Global Asset Management's AT&T position peaked at $1.14M in Q2 2021.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Wilkinson Global Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.