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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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Planning Services Inc's T Position: Q4 2020 in Review

Asset Planning Services Inc sold out of AT&T (T) in Q4 2020, closing a stake of 176,867 shares — an estimated $3.81M sold.

Asset Planning Services Inc first reported a position in T in Q4 2016 and held it in 16 quarters. The position peaked at $5.24M in Q4 2019. 2,596 funds tracked by Wall St. Rank hold T as of Q4 2020.

  • Asset Planning Services Inc reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
  • Asset Planning Services Inc sold 176,867 AT&T shares in Q4 2020, an estimated $3.81M.
  • Asset Planning Services Inc first reported a position in AT&T in Q4 2016 and held it in 16 quarters.
  • Asset Planning Services Inc's AT&T position peaked at $5.24M in Q4 2019.
  • 2,596 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Asset Planning Services Inc's 13F filing for Q4 2020, filed 13 Jan 2021.