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 $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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

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