Lake Street Private Wealth’s AT&T T Stock Holding History

Lake Street Private Wealth’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 Q4	–	Sell	-10,559	Closed	-$215K	–	339
2021 Q3	$215K	Sell	10,559 -48	-0.5%	-$1.01K	0.05%	217
2021 Q2	$233K	Sell	10,607 -10,758	-50%	-$245K	0.06%	191
2021 Q1	$488K	Buy	21,365 +1,077	+5%	+$23.8K	0.13%	141
2020 Q4	$441K	Sell	20,288 -72,968	-78%	-$1.57M	0.13%	139
2020 Q3	$2.01M	Buy	93,256 +1,061	+1%	+$23.7K	0.67%	45
2020 Q2	$2.1M	Buy	92,195 +6,221	+7%	+$142K	0.78%	40
2020 Q1	$1.89M	Buy	85,974 +11,388	+15%	+$311K	0.86%	39
2019 Q4	$2.2M	Buy	74,586 +9,997	+15%	+$289K	0.84%	42
2019 Q3	$1.85M	Buy	64,589 +43,348	+204%	+$1.15M	0.84%	41
2019 Q2	$538K	Buy	21,241 +8,325	+64%	+$200K	0.32%	72
2019 Q1	$306K	Buy	+12,916	New	+$297K	0.21%	84

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Street Private Wealth's T Position: Q4 2021 in Review

Lake Street Private Wealth sold out of AT&T (T) in Q4 2021, closing a stake of 10,559 shares — an estimated $215K sold.

Lake Street Private Wealth first reported a position in T in Q1 2019 and held it in 11 quarters. The position peaked at $2.2M in Q4 2019. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Lake Street Private Wealth reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Lake Street Private Wealth sold 10,559 AT&T shares in Q4 2021, an estimated $215K.
Lake Street Private Wealth first reported a position in AT&T in Q1 2019 and held it in 11 quarters.
Lake Street Private Wealth's AT&T position peaked at $2.2M in Q4 2019.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Lake Street Private Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.