Clear Perspectives Financial Planning’s AT&T T Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	–	Sell	-2,000	Closed	-$36.8K	–	232
2022 Q4	$36.8K	Buy	+2,000	New	+$35.8K	0.02%	94
2022 Q2	–	Sell	-1,324	Closed	-$24K	–	227
2022 Q1	$24K	Hold	1,324	–	–	0.01%	133
2021 Q4	$25K	Hold	1,324	–	–	0.01%	137
2021 Q3	$27K	Sell	1,324 -291	-18%	-$6.11K	0.01%	126
2021 Q2	$35K	Buy	1,615 +291	+22%	+$6.62K	0.02%	116
2021 Q1	$30K	Hold	1,324	–	–	0.02%	112
2020 Q4	$29K	Buy	+1,324	New	+$28.6K	0.02%	107

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

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

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

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's T Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of AT&T (T) in Q1 2023, closing a stake of 2,000 shares — an estimated $36.8K sold.

Clear Perspectives Financial Planning first reported a position in T in Q4 2020 and held it in 7 quarters. The position peaked at $36.8K in Q4 2022. 2,393 funds tracked by Wall St. Rank hold T as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining AT&T position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 2,000 AT&T shares in Q1 2023, an estimated $36.8K.
Clear Perspectives Financial Planning first reported a position in AT&T in Q4 2020 and held it in 7 quarters.
Clear Perspectives Financial Planning's AT&T position peaked at $36.8K in Q4 2022.
2,393 funds tracked by Wall St. Rank held AT&T as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.