Castle Financial & Retirement Planning Associates’s AT&T T Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$59K	Buy	+3,276	New	+$61.2K	0.2%	38

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's T Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in AT&T (T) in Q4 2021: 3,276 shares worth $59K. The stake represents 0.2% of the portfolio and ranks #38 among its holdings.

2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Castle Financial & Retirement Planning Associates held 3,276 shares of AT&T worth $59K as of Q4 2021.
AT&T was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
AT&T made up 0.2% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #38 holding.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.