Kelman-Lazarov Inc’s AT&T T Stock Holding History

Kelman-Lazarov Inc’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 Q2	–	Sell	-9,851	Closed	-$225K	–	89
2021 Q1	$225K	Hold	9,851	–	–	0.08%	78
2020 Q4	$214K	Hold	9,851	–	–	0.08%	77
2020 Q3	$212K	Sell	9,851 -185	-2%	-$4.13K	0.1%	70
2020 Q2	$229K	Sell	10,036 -4,674	-32%	-$106K	0.11%	70
2020 Q1	$324K	Sell	14,710 -8,925	-38%	-$244K	0.17%	53
2019 Q4	$698K	Buy	23,635 +7,135	+43%	+$206K	0.31%	48
2019 Q3	$472K	Buy	+16,500	New	+$437K	0.23%	55
2018 Q1	–	Sell	-9,138	Closed	-$268K	–	119
2017 Q4	$268K	Buy	+9,138	New	+$250K	0.14%	101
2017 Q1	–	Sell	-4,232	Closed	-$136K	–	235
2016 Q4	$136K	Sell	4,232 -2,846	-40%	-$84K	0.08%	123
2016 Q3	$213K	Hold	7,078	–	–	0.12%	106
2016 Q2	$232K	Buy	7,078 +1,603	+29%	+$47.7K	0.13%	107
2016 Q1	$161K	Buy	+5,475	New	+$152K	0.09%	123

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kelman-Lazarov Inc's T Position: Q2 2021 in Review

Kelman-Lazarov Inc sold out of AT&T (T) in Q2 2021, closing a stake of 9,851 shares — an estimated $225K sold.

Kelman-Lazarov Inc first reported a position in T in Q1 2016 and held it in 12 quarters. The position peaked at $698K in Q4 2019. 2,563 funds tracked by Wall St. Rank hold T as of Q2 2021.

Kelman-Lazarov Inc reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
Kelman-Lazarov Inc sold 9,851 AT&T shares in Q2 2021, an estimated $225K.
Kelman-Lazarov Inc first reported a position in AT&T in Q1 2016 and held it in 12 quarters.
Kelman-Lazarov Inc's AT&T position peaked at $698K in Q4 2019.
2,563 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2021, filed 10 Aug 2021.