Legacy Wealth Planning’s AT&T T Stock Holding History

Legacy Wealth Planning’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 Q3	$229K	Buy	14,938 +891	+6%	+$16.2K	0.38%	61
2022 Q2	$294K	Sell	14,047 -17,898	-56%	-$357K	0.42%	57
2022 Q1	$570K	Sell	31,945 -893	-3%	-$16.5K	0.67%	36
2021 Q4	$610K	Sell	32,838 -8,811	-21%	-$165K	0.7%	33
2021 Q3	$850K	Sell	41,649 -1,562	-4%	-$32.8K	0.95%	26
2021 Q2	$939K	Buy	43,211 +1,594	+4%	+$36.3K	1.07%	24
2021 Q1	$951K	Sell	41,617 -1,741	-4%	-$38.5K	1.21%	23
2020 Q4	$942K	Buy	43,358 +357	+0.8%	+$7.7K	1.21%	22
2020 Q3	$926K	Buy	43,001 +722	+2%	+$16.1K	1.06%	25
2020 Q2	$965K	Buy	42,279 +238	+0.6%	+$5.42K	1.15%	23
2020 Q1	$926K	Buy	42,041 +2,974	+8%	+$81.3K	1.48%	15
2019 Q4	$1.15M	Buy	+39,067	New	+$1.13M	1.31%	20

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Legacy Wealth Planning's T Position: Q3 2022 in Review

Legacy Wealth Planning increased its AT&T (T) stake by 6.3% in Q3 2022, buying an estimated $16.2K and bringing the position to 14,938 shares worth $229K. The position accounts for 0.38% of the portfolio, ranked #61.

Legacy Wealth Planning first reported a position in T in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2019. 2,317 funds tracked by Wall St. Rank hold T as of Q3 2022.

Legacy Wealth Planning held 14,938 shares of AT&T worth $229K as of Q3 2022.
Legacy Wealth Planning bought 891 AT&T shares in Q3 2022, an estimated $16.2K.
AT&T made up 0.38% of Legacy Wealth Planning's portfolio in Q3 2022, its #61 holding.
Legacy Wealth Planning first reported a position in AT&T in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's AT&T position peaked at $1.15M in Q4 2019.
2,317 funds tracked by Wall St. Rank held AT&T as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.