Estate Counselors’s AT&T T Stock Holding History

Estate Counselors’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	-3,000	Closed	-$46K	–	186
2022 Q3	$46K	Hold	3,000	–	–	0.01%	144
2022 Q2	$62K	Sell	3,000 -972	-24%	-$19.4K	0.01%	133
2022 Q1	$70K	Hold	3,972	–	–	0.01%	133
2021 Q4	$73K	Hold	3,972	–	–	0.01%	140
2021 Q3	$81K	Hold	3,972	–	–	0.01%	148
2021 Q2	$86K	Hold	3,972	–	–	0.01%	141
2021 Q1	$91K	Buy	+3,972	New	+$87.8K	0.01%	135

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

Estate Counselors's T Position: Q4 2022 in Review

Estate Counselors sold out of AT&T (T) in Q4 2022, closing a stake of 3,000 shares — an estimated $46K sold.

Estate Counselors first reported a position in T in Q1 2021 and held it in 7 quarters. The position peaked at $91K in Q1 2021. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Estate Counselors reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 3,000 AT&T shares in Q4 2022, an estimated $46K.
Estate Counselors first reported a position in AT&T in Q1 2021 and held it in 7 quarters.
Estate Counselors's AT&T position peaked at $91K in Q1 2021.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.