Financial Enhancement Group’s AT&T T Stock Holding History

Financial Enhancement Group’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	-771	Closed	-$12K	–	297
2022 Q3	$12K	Sell	771 -269	-26%	-$4.89K	﹤0.01%	183
2022 Q2	$22K	Buy	1,040 +19	+2%	+$379	﹤0.01%	159
2022 Q1	$18K	Buy	1,021 +232	+29%	+$4.29K	﹤0.01%	173
2021 Q4	$15K	Hold	789	–	–	﹤0.01%	179
2021 Q3	$16K	Hold	789	–	–	﹤0.01%	176
2021 Q2	$17K	Sell	789 -2,109	-73%	-$48K	﹤0.01%	168
2021 Q1	$66K	Sell	2,898 -190	-6%	-$4.2K	0.01%	116
2020 Q4	$67K	Buy	3,088 +2,016	+188%	+$43.5K	0.01%	128
2020 Q3	$23K	Buy	1,072 +165	+18%	+$3.69K	0.01%	148
2020 Q2	$21K	Sell	907 -123	-12%	-$2.8K	0.01%	158
2020 Q1	$23K	Hold	1,030	–	–	0.01%	161
2019 Q4	$30K	Hold	1,030	–	–	0.01%	145
2019 Q3	$29K	Hold	1,030	–	–	0.01%	151
2019 Q2	$26K	Sell	1,030 -2,285	-69%	-$54.8K	0.01%	151
2019 Q1	$79K	Buy	3,315 +1,864	+128%	+$42.9K	0.02%	123
2018 Q4	$37K	Hold	1,451	–	–	0.01%	133
2018 Q3	$37K	Hold	1,451	–	–	0.01%	133
2018 Q2	$35K	Hold	1,451	–	–	0.01%	132
2018 Q1	$39K	Buy	+1,451	New	+$40.4K	0.01%	134

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

Financial Enhancement Group's T Position: Q4 2022 in Review

Financial Enhancement Group sold out of AT&T (T) in Q4 2022, closing a stake of 771 shares — an estimated $12K sold.

Financial Enhancement Group first reported a position in T in Q1 2018 and held it in 19 quarters. The position peaked at $79K in Q1 2019. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Financial Enhancement Group reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 771 AT&T shares in Q4 2022, an estimated $12K.
Financial Enhancement Group first reported a position in AT&T in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's AT&T position peaked at $79K in Q1 2019.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.