Financial Planning & Information Services’s AT&T T Stock Holding History

Financial Planning & Information Services’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
2020 Q4	–	Sell	-17,392	Closed	-$375K	–	69
2020 Q3	$375K	Buy	17,392 +6,615	+61%	+$148K	0.15%	47
2020 Q2	$246K	Buy	+10,777	New	+$245K	0.1%	50
2020 Q1	–	Sell	-6,865	Closed	-$203K	–	51
2019 Q4	$203K	Buy	+6,865	New	+$198K	0.08%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Planning & Information Services's T Position: Q4 2020 in Review

Financial Planning & Information Services sold out of AT&T (T) in Q4 2020, closing a stake of 17,392 shares — an estimated $375K sold.

Financial Planning & Information Services first reported a position in T in Q4 2019 and held it in 3 quarters. The position peaked at $375K in Q3 2020. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

Financial Planning & Information Services reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
Financial Planning & Information Services sold 17,392 AT&T shares in Q4 2020, an estimated $375K.
Financial Planning & Information Services first reported a position in AT&T in Q4 2019 and held it in 3 quarters.
Financial Planning & Information Services's AT&T position peaked at $375K in Q3 2020.
2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Financial Planning & Information Services's 13F filing for Q4 2020, filed 8 Feb 2021.