Goodman Financial’s AT&T T Stock Holding History

Goodman 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 Q4	–	Sell	-15,221	Closed	-$233K	–	51
2022 Q3	$233K	Buy	15,221 +3,515	+30%	+$64K	0.08%	43
2022 Q2	$245K	Sell	11,706 -3,793	-24%	-$75.6K	0.08%	46
2022 Q1	$277K	Hold	15,499	–	–	0.08%	45
2021 Q4	$288K	Hold	15,499	–	–	0.08%	47
2021 Q3	$316K	Hold	15,499	–	–	0.09%	45
2021 Q2	$337K	Hold	15,499	–	–	0.1%	43
2021 Q1	$354K	Sell	15,499 -884	-5%	-$19.5K	0.11%	42
2020 Q4	$356K	Buy	16,383 +1,488	+10%	+$32.1K	0.12%	40
2020 Q3	$321K	Hold	14,895	–	–	0.15%	39
2020 Q2	$340K	Hold	14,895	–	–	0.17%	38
2020 Q1	$328K	Hold	14,895	–	–	0.2%	39
2019 Q4	$440K	Hold	14,895	–	–	0.19%	40
2019 Q3	$426K	Hold	14,895	–	–	0.21%	40
2019 Q2	$377K	Hold	14,895	–	–	0.19%	39
2019 Q1	$353K	Hold	14,895	–	–	0.18%	38
2018 Q4	$321K	Hold	14,895	–	–	0.17%	38
2018 Q3	$378K	Hold	14,895	–	–	0.18%	38
2018 Q2	$361K	Hold	14,895	–	–	0.16%	41
2018 Q1	$401K	Hold	14,895	–	–	0.19%	40
2017 Q4	$437K	Hold	14,895	–	–	0.2%	42
2017 Q3	$441K	Buy	+14,895	New	+$423K	0.22%	39

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

Goodman Financial's T Position: Q4 2022 in Review

Goodman Financial sold out of AT&T (T) in Q4 2022, closing a stake of 15,221 shares — an estimated $233K sold.

Goodman Financial first reported a position in T in Q3 2017 and held it in 21 quarters. The position peaked at $441K in Q3 2017. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

Goodman Financial reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
Goodman Financial sold 15,221 AT&T shares in Q4 2022, an estimated $233K.
Goodman Financial first reported a position in AT&T in Q3 2017 and held it in 21 quarters.
Goodman Financial's AT&T position peaked at $441K in Q3 2017.
2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on Goodman Financial's 13F filing for Q4 2022, filed 9 Feb 2023.