Axim Planning & Wealth’s AT&T T Stock Holding History

Axim Planning & Wealth’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	–	Sell	-1,413	Closed	-$22K	–	150
2022 Q3	$22K	Buy	1,413 +1,380	+4,182%	+$25.1K	0.02%	82
2022 Q2	$1K	Buy	+33	New	+$658	﹤0.01%	138

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Axim Planning & Wealth's T Position: Q4 2022 in Review

Axim Planning & Wealth sold out of AT&T (T) in Q4 2022, closing a stake of 1,413 shares — an estimated $22K sold.

Axim Planning & Wealth first reported a position in T in Q2 2022 and held it in 2 quarters. The position peaked at $22K in Q3 2022. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Axim Planning & Wealth reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 1,413 AT&T shares in Q4 2022, an estimated $22K.
Axim Planning & Wealth first reported a position in AT&T in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's AT&T position peaked at $22K in Q3 2022.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.