Engrave Wealth Partners’s AT&T T Stock Holding History

Engrave Wealth Partners’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	–	Sell	-11,533	Closed	-$235K	–	74
2021 Q3	$235K	Sell	11,533 -3,255	-22%	-$68.4K	0.07%	64
2021 Q2	$321K	Buy	14,788 +1,322	+10%	+$30.1K	0.1%	61
2021 Q1	$308K	Sell	13,466 -1,504	-10%	-$33.3K	0.12%	52
2020 Q4	$323K	Buy	+14,970	New	+$323K	0.27%	40
2020 Q3	–	Sell	-9,774	Closed	-$223K	–	381
2020 Q2	$223K	Buy	9,774 +412	+4%	+$9.38K	0.2%	45
2020 Q1	$206K	Sell	9,362 -646	-6%	-$17.6K	0.24%	38
2019 Q4	$295K	Buy	+10,008	New	+$289K	0.28%	33

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

Engrave Wealth Partners's T Position: Q4 2021 in Review

Engrave Wealth Partners sold out of AT&T (T) in Q4 2021, closing a stake of 11,533 shares — an estimated $235K sold.

Engrave Wealth Partners first reported a position in T in Q4 2019 and held it in 7 quarters. The position peaked at $323K in Q4 2020. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Engrave Wealth Partners reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Engrave Wealth Partners sold 11,533 AT&T shares in Q4 2021, an estimated $235K.
Engrave Wealth Partners first reported a position in AT&T in Q4 2019 and held it in 7 quarters.
Engrave Wealth Partners's AT&T position peaked at $323K in Q4 2020.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Engrave Wealth Partners's 13F filing for Q4 2021, filed 12 Jan 2022.