FourThought Financial’s AT&T T Stock Holding History

FourThought Financial’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 Q3	$662K	Buy	43,148 +6,644	+18%	+$121K	0.1%	142
2022 Q2	$765K	Sell	36,504 -13,729	-27%	-$274K	0.11%	132
2022 Q1	$897K	Buy	50,233 +1,657	+3%	+$30.7K	0.11%	133
2021 Q4	$903K	Sell	48,576 -269,179	-85%	-$5.03M	0.11%	131
2021 Q3	$6.48M	Sell	317,755 -98,536	-24%	-$2.07M	0.87%	33
2021 Q2	$9.05M	Buy	416,291 +24,778	+6%	+$564K	1.21%	19
2021 Q1	$8.95M	Buy	391,513 +37,290	+11%	+$824K	1.3%	19
2020 Q4	$7.69M	Buy	+354,223	New	+$7.64M	1.23%	22

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial's T Position: Q3 2022 in Review

FourThought Financial increased its AT&T (T) stake by 18% in Q3 2022, buying an estimated $121K and bringing the position to 43,148 shares worth $662K. The position accounts for 0.1% of the portfolio, ranked #142.

FourThought Financial first reported a position in T in Q4 2020 and has held it in 8 quarters since. The position peaked at $9.05M in Q2 2021. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

FourThought Financial held 43,148 shares of AT&T worth $662K as of Q3 2022.
FourThought Financial bought 6,644 AT&T shares in Q3 2022, an estimated $121K.
AT&T made up 0.1% of FourThought Financial's portfolio in Q3 2022, its #142 holding.
FourThought Financial first reported a position in AT&T in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's AT&T position peaked at $9.05M in Q2 2021.
2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.