Asset Planning Services Inc’s AT&T T Stock Holding History

Asset Planning Services Inc’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 Q4	–	Sell	-176,867	Closed	-$3.81M	–	41
2020 Q3	$3.81M	Sell	176,867 -1,522	-0.9%	-$34K	2.61%	23
2020 Q2	$4.07M	Sell	178,389 -13	-0%	-$296	2.94%	17
2020 Q1	$3.93M	Buy	178,402 +960	+0.5%	+$26.2K	3.24%	18
2019 Q4	$5.24M	Buy	177,442 +3,243	+2%	+$93.6K	3.34%	11
2019 Q3	$4.98M	Buy	174,199 +1,026	+0.6%	+$27.2K	3.23%	14
2019 Q2	$4.38M	Buy	173,173 +6,885	+4%	+$165K	2.85%	20
2019 Q1	$3.94M	Buy	166,288 +3,178	+2%	+$73.1K	2.7%	23
2018 Q4	$3.52M	Buy	163,110 +3,773	+2%	+$87.8K	2.67%	21
2018 Q3	$4.04M	Buy	159,337 +6,819	+4%	+$167K	2.77%	21
2018 Q2	$3.7M	Buy	152,518 +1,364	+0.9%	+$34.2K	2.66%	24
2018 Q1	$4.07M	Buy	151,154 +1,986	+1%	+$55.3K	3.01%	19
2017 Q4	$4.38M	Buy	149,168 +1,588	+1%	+$43.4K	3.09%	16
2017 Q3	$4.37M	Buy	147,580 +9,070	+7%	+$257K	3.53%	13
2017 Q2	$3.95M	Buy	138,510 +4,501	+3%	+$133K	3.32%	16
2017 Q1	$4.21M	Sell	134,009 -79	-0.1%	-$2.49K	3.57%	9
2016 Q4	$4.31M	Buy	+134,088	New	+$3.96M	4.04%	4

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

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

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

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

Bank of America

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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