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WP Advisors’s AT&T T Stock Holding History

WP 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
2020
Q3 		– Sell
-11,911
Closed -$272K – 80
2020
Q2 		$272K Buy
11,911
+206
+2% +$4.69K 0.19% 59
2020
Q1 		$258K Buy
11,705
+354
+3% +$9.67K 0.25% 40
2019
Q4 		$335K Buy
11,351
+206
+2% +$5.95K 0.35% 43
2019
Q3 		$319K Sell
11,145
-1,466
-12% -$38.8K 0.37% 42
2019
Q2 		$319K Sell
12,611
-5,439
-30% -$130K 0.36% 40
2019
Q1 		$428K Sell
18,050
-7,078
-28% -$163K 0.47% 30
2018
Q4 		$542K Sell
25,128
-233
-0.9% -$5.42K 0.53% 28
2018
Q3 		$643K Sell
25,361
-445
-2% -$10.9K 0.6% 23
2018
Q2 		$626K Buy
25,806
+13,167
+104% +$330K 0.59% 23
2018
Q1 		$340K Buy
12,639
+46
+0.4% +$1.28K 0.37% 36
2017
Q4 		$370K Buy
12,593
+20
+0.2% +$546 0.36% 37
2017
Q3 		$372K Buy
12,573
+18
+0.1% +$511 0.28% 42
2017
Q2 		$358K Buy
12,555
+5
+0% +$147 0.26% 45
2017
Q1 		$394K Buy
12,550
+4
+0% +$126 0.25% 42
2016
Q4 		$403K Buy
+12,546
New +$370K 0.28% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WP Advisors's T Position: Q3 2020 in Review

WP Advisors sold out of AT&T (T) in Q3 2020, closing a stake of 11,911 shares — an estimated $272K sold.

WP Advisors first reported a position in T in Q4 2016 and held it in 15 quarters. The position peaked at $643K in Q3 2018. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

  • WP Advisors reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
  • WP Advisors sold 11,911 AT&T shares in Q3 2020, an estimated $272K.
  • WP Advisors first reported a position in AT&T in Q4 2016 and held it in 15 quarters.
  • WP Advisors's AT&T position peaked at $643K in Q3 2018.
  • 2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on WP Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.