Defined Wealth Management’s AT&T T Stock Holding History

Defined Wealth Management’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 Q3	–	Sell	-9,337	Closed	-$203K	–	94
2021 Q2	$203K	Hold	9,337	–	–	0.18%	94
2021 Q1	$213K	Sell	9,337 -193	-2%	-$4.27K	0.2%	89
2020 Q4	$207K	Buy	+9,530	New	+$206K	0.2%	86

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

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

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

Defined Wealth Management's T Position: Q3 2021 in Review

Defined Wealth Management sold out of AT&T (T) in Q3 2021, closing a stake of 9,337 shares — an estimated $203K sold.

Defined Wealth Management first reported a position in T in Q4 2020 and held it in 3 quarters. The position peaked at $213K in Q1 2021. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

Defined Wealth Management reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Defined Wealth Management sold 9,337 AT&T shares in Q3 2021, an estimated $203K.
Defined Wealth Management first reported a position in AT&T in Q4 2020 and held it in 3 quarters.
Defined Wealth Management's AT&T position peaked at $213K in Q1 2021.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Defined Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.