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YorkBridge Wealth Partners’s AT&T T Stock Holding History

YorkBridge Wealth Partners’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 		$330K Sell
17,911
-2,117
-11% -$37.9K 0.08% 168
2022
Q3 		$307K Buy
20,028
+239
+1% +$4.35K 0.08% 191
2022
Q2 		$415K Sell
19,789
-6,609
-25% -$132K 0.11% 145
2022
Q1 		$471K Sell
26,398
-9,415
-26% -$174K 0.1% 147
2021
Q4 		$665K Sell
35,813
-7,073
-16% -$132K 0.15% 116
2021
Q3 		$875K Buy
42,886
+206
+0.5% +$4.33K 0.22% 89
2021
Q2 		$928K Sell
42,680
-1,661
-4% -$37.8K 0.24% 80
2021
Q1 		$1.01M Sell
44,341
-1,687
-4% -$37.3K 0.3% 75
2020
Q4 		$1M Sell
46,028
-2,131
-4% -$46K 0.33% 66
2020
Q3 		$1.04M Buy
48,159
+2,366
+5% +$52.9K 0.44% 59
2020
Q2 		$1.05M Sell
45,793
-7,170
-14% -$163K 0.48% 59
2020
Q1 		$1.17M Buy
52,963
+1,053
+2% +$28.8K 0.72% 48
2019
Q4 		$1.53M Buy
51,910
+7,014
+16% +$203K 0.7% 45
2019
Q3 		$1.28M Sell
44,896
-4,647
-9% -$123K 0.65% 50
2019
Q2 		$1.25M Sell
49,543
-4,528
-8% -$109K 0.56% 48
2019
Q1 		$1.28M Buy
54,071
+8,823
+19% +$203K 0.59% 50
2018
Q4 		$975K Sell
45,248
-1,382
-3% -$32.2K 0.52% 55
2018
Q3 		$1.18M Sell
46,630
-2,186
-4% -$53.5K 0.54% 53
2018
Q2 		$1.18M Buy
48,816
+13,656
+39% +$343K 0.52% 57
2018
Q1 		$934K Sell
35,160
-318
-0.9% -$8.85K 0.43% 66
2017
Q4 		$982K Sell
35,478
-2,376
-6% -$64.9K 0.47% 58
2017
Q3 		$1.12M Sell
37,854
-304
-0.8% -$8.63K 0.58% 48
2017
Q2 		$1.1M Sell
38,158
-11,406
-23% -$336K 0.58% 49
2017
Q1 		$1.46M Buy
49,564
+2,063
+4% +$64.9K 0.76% 32
2016
Q4 		$1.41M Buy
+47,501
New +$1.4M 0.83% 29

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
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's T Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its AT&T (T) stake by 11% in Q4 2022, selling an estimated $37.9K and leaving 17,911 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #168.

YorkBridge Wealth Partners first reported a position in T in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.53M in Q4 2019. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • YorkBridge Wealth Partners held 17,911 shares of AT&T worth $330K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,117 AT&T shares in Q4 2022, an estimated $37.9K.
  • AT&T made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #168 holding.
  • YorkBridge Wealth Partners first reported a position in AT&T in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's AT&T position peaked at $1.53M in Q4 2019.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.