Foresight Wealth Management’s AT&T T Stock Holding History

Foresight Wealth 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	–	Sell	-57,533	Closed	-$883K	–	96
2022 Q3	$883K	Buy	57,533 +11,654	+25%	+$212K	0.2%	45
2022 Q2	$962K	Sell	45,879 -8,925	-16%	-$178K	0.2%	46
2022 Q1	$978K	Buy	54,804 +12,331	+29%	+$228K	0.18%	48
2021 Q4	$789K	Buy	42,473 +5,998	+16%	+$112K	0.01%	57
2021 Q3	$744K	Sell	36,475 -2,639	-7%	-$55.4K	0.15%	52
2021 Q2	$850K	Buy	39,114 +5,491	+16%	+$125K	0.19%	48
2021 Q1	$769K	Buy	33,623 +8,176	+32%	+$181K	0.2%	47
2020 Q4	$553K	Buy	25,447 +8,537	+50%	+$184K	0.15%	60
2020 Q3	$364K	Buy	16,910 +5,281	+45%	+$118K	0.12%	66
2020 Q2	$265K	Buy	11,629 +1,416	+14%	+$32.2K	0.12%	79
2020 Q1	$225K	Buy	10,213 +374	+4%	+$10.2K	0.16%	82
2019 Q4	$290K	Sell	9,839 -103	-1%	-$2.97K	0.18%	76
2019 Q3	$284K	Buy	9,942 +102	+1%	+$2.7K	0.2%	76
2019 Q2	$249K	Buy	9,840 +197	+2%	+$4.72K	0.19%	83
2019 Q1	$228K	Sell	9,643 -999	-9%	-$23K	0.2%	84
2018 Q4	$229K	Buy	+10,642	New	+$248K	0.24%	75

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

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

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

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

Norges Bank Oslo, Norway $935B AUM