Win Advisors’s AT&T T Stock Holding History

Win 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 Q4	–	Sell	-1,395	Closed	-$21K	–	160
2022 Q3	$21K	Sell	1,395 -186	-12%	-$3.38K	0.01%	64
2022 Q2	$34K	Buy	1,581 +319	+25%	+$6.36K	0.07%	57
2022 Q1	$23K	Buy	+1,262	New	+$23.3K	0.01%	106

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Win Advisors's T Position: Q4 2022 in Review

Win Advisors sold out of AT&T (T) in Q4 2022, closing a stake of 1,395 shares — an estimated $21K sold.

Win Advisors first reported a position in T in Q1 2022 and held it in 3 quarters. The position peaked at $34K in Q2 2022. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Win Advisors reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Win Advisors sold 1,395 AT&T shares in Q4 2022, an estimated $21K.
Win Advisors first reported a position in AT&T in Q1 2022 and held it in 3 quarters.
Win Advisors's AT&T position peaked at $34K in Q2 2022.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Win Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.