Interactive Financial Advisors’s AT&T T Stock Holding History

Interactive Financial Advisors’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
2023 Q1	–	Sell	-656	Closed	-$12.1K	–	147
2022 Q4	$12.1K	Sell	656 -400	-38%	-$7.16K	0.01%	150
2022 Q3	$16K	Hold	1,056	–	–	0.01%	144
2022 Q2	$22K	Sell	1,056 -342	-24%	-$6.82K	0.01%	125
2022 Q1	$25K	Hold	1,398	–	–	0.01%	138
2021 Q4	$26K	Sell	1,398 -60	-4%	-$1.12K	0.01%	138
2021 Q3	$30K	Sell	1,458 -524	-26%	-$11K	0.01%	139
2021 Q2	$83K	Buy	1,982 +524	+36%	+$11.9K	0.03%	109
2021 Q1	$33K	Buy	1,458 +579	+66%	+$12.8K	0.01%	132
2020 Q4	$19K	Buy	879 +482	+121%	+$10.4K	0.01%	137
2020 Q3	$9K	Hold	397	–	–	﹤0.01%	138
2020 Q2	$9K	Hold	397	–	–	﹤0.01%	132
2020 Q1	$9K	Hold	397	–	–	0.01%	94
2019 Q4	$12K	Hold	397	–	–	0.01%	136
2019 Q3	$11K	Sell	397 -2,383	-86%	-$63.1K	0.01%	117
2019 Q2	$70K	Buy	2,780 +397	+17%	+$9.52K	0.03%	100
2019 Q1	$56K	Buy	+2,383	New	+$54.8K	0.03%	88

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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