Annapolis Financial Services’s AT&T T Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-1,037	Closed	-$17.4K	–	452
2023 Q4	$17.4K	Sell	1,037 -1,111	-52%	-$17.5K	﹤0.01%	294
2023 Q3	$32.3K	Hold	2,148	–	–	0.01%	222
2023 Q2	$34.3K	Hold	2,148	–	–	0.01%	215
2023 Q1	$41.4K	Hold	2,148	–	–	0.01%	183
2022 Q4	$39.5K	Sell	2,148 -590	-22%	-$10.6K	0.01%	185
2022 Q3	$42K	Sell	2,738 -304	-10%	-$5.53K	0.02%	183
2022 Q2	$64K	Sell	3,042 -986	-24%	-$19.7K	0.02%	162
2022 Q1	$72K	Hold	4,028	–	–	0.02%	163
2021 Q4	$75K	Sell	4,028 -630	-14%	-$11.8K	0.02%	163
2021 Q3	$95K	Buy	4,658 +1,184	+34%	+$24.9K	0.03%	138
2021 Q2	$76K	Buy	3,474 +114	+3%	+$2.59K	0.03%	143
2021 Q1	$77K	Buy	3,360 +24	+0.7%	+$531	0.03%	139
2020 Q4	$72K	Buy	+3,336	New	+$71.9K	0.03%	132

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's T Position: Q1 2024 in Review

Annapolis Financial Services sold out of AT&T (T) in Q1 2024, closing a stake of 1,037 shares — an estimated $17.4K sold.

Annapolis Financial Services first reported a position in T in Q4 2020 and held it in 13 quarters. The position peaked at $95K in Q3 2021. 2,415 funds tracked by Wall St. Rank hold T as of Q1 2024.

Annapolis Financial Services reported no remaining AT&T position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 1,037 AT&T shares in Q1 2024, an estimated $17.4K.
Annapolis Financial Services first reported a position in AT&T in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's AT&T position peaked at $95K in Q3 2021.
2,415 funds tracked by Wall St. Rank held AT&T as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.