Financial Partners Capital Management’s AT&T T Stock Holding History

Financial Partners Capital 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
2022 Q4	$2.66M	Buy	+144,347	New	+$2.58M	0.59%	46
2021 Q3	–	Sell	-9,346	Closed	-$203K	–	121
2021 Q2	$203K	Hold	9,346	–	–	0.04%	111
2021 Q1	$214K	Sell	9,346 -2,648	-22%	-$58.5K	0.04%	105
2020 Q4	$261K	Buy	11,994 +662	+6%	+$14.3K	0.06%	92
2020 Q3	$244K	Hold	11,332	–	–	0.06%	92
2020 Q2	$259K	Buy	+11,332	New	+$258K	0.07%	85

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 Partners Capital Management's T Position: Q4 2022 in Review

Financial Partners Capital Management opened a new position in AT&T (T) in Q4 2022: 144,347 shares worth $2.66M. The stake represents 0.59% of the portfolio and ranks #46 among its holdings. This is a return to the name: Financial Partners Capital Management previously reported a position in T as recently as Q2 2021.

Financial Partners Capital Management first reported a position in T in Q2 2020 and has held it in 6 quarters since. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Financial Partners Capital Management held 144,347 shares of AT&T worth $2.66M as of Q4 2022.
AT&T was a new Financial Partners Capital Management position in Q4 2022.
AT&T made up 0.59% of Financial Partners Capital Management's portfolio in Q4 2022, its #46 holding.
Financial Partners Capital Management first reported a position in AT&T in Q2 2020 and has held it in 6 quarters since.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.