FWM
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ForthRight Wealth Management’s AT&T T Stock Holding History

ForthRight 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
2021
Q4 		– Sell
-13,960
Closed -$285K – 46
2021
Q3 		$285K Buy
+13,960
New +$293K 0.17% 33
2021
Q1 		– Sell
-2,888
Closed -$63K – 162
2020
Q4 		$63K Buy
+2,888
New +$62.3K 0.05% 62

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ForthRight Wealth Management's T Position: Q4 2021 in Review

ForthRight Wealth Management sold out of AT&T (T) in Q4 2021, closing a stake of 13,960 shares — an estimated $285K sold.

ForthRight Wealth Management first reported a position in T in Q4 2020 and held it in 2 quarters. The position peaked at $285K in Q3 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • ForthRight Wealth Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 13,960 AT&T shares in Q4 2021, an estimated $285K.
  • ForthRight Wealth Management first reported a position in AT&T in Q4 2020 and held it in 2 quarters.
  • ForthRight Wealth Management's AT&T position peaked at $285K in Q3 2021.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on ForthRight Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.