Fiduciary Planning’s AT&T T Stock Holding History

Fiduciary 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
2021 Q4	–	Sell	-14,948	Closed	-$305K	–	63
2021 Q3	$305K	Buy	+14,948	New	+$314K	0.16%	56
2021 Q2	–	Sell	-5,880	Closed	-$134K	–	237
2021 Q1	$134K	Buy	5,880 +77	+1%	+$1.7K	0.2%	45
2020 Q4	$126K	Buy	5,803 +833	+17%	+$18K	0.18%	57
2020 Q3	$107K	Sell	4,970 -52,985	-91%	-$1.18M	0.18%	53
2020 Q2	$1.29M	Buy	57,955 +12,556	+28%	+$286K	2.85%	11
2020 Q1	$1M	Buy	45,399 +37,607	+483%	+$1.03M	1.88%	18
2019 Q4	$227K	Buy	+7,792	New	+$225K	0.21%	54

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

Fiduciary Planning's T Position: Q4 2021 in Review

Fiduciary Planning sold out of AT&T (T) in Q4 2021, closing a stake of 14,948 shares — an estimated $305K sold.

Fiduciary Planning first reported a position in T in Q4 2019 and held it in 7 quarters. The position peaked at $1.29M in Q2 2020. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Fiduciary Planning reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Fiduciary Planning sold 14,948 AT&T shares in Q4 2021, an estimated $305K.
Fiduciary Planning first reported a position in AT&T in Q4 2019 and held it in 7 quarters.
Fiduciary Planning's AT&T position peaked at $1.29M in Q2 2020.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.