Live Oak Private Wealth’s AT&T T Stock Holding History

Live Oak 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 Q3	–	Sell	-11,319	Closed	-$246K	–	177
2021 Q2	$246K	Buy	+11,319	New	+$257K	0.05%	148

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

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

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

Live Oak Private Wealth's T Position: Q3 2021 in Review

Live Oak Private Wealth sold out of AT&T (T) in Q3 2021, closing a stake of 11,319 shares — an estimated $246K sold.

Live Oak Private Wealth first reported a position in T in Q2 2021 and held it in 1 quarter. The position peaked at $246K in Q2 2021. 2,487 funds tracked by Wall St. Rank hold T as of Q3 2021.

Live Oak Private Wealth reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Live Oak Private Wealth sold 11,319 AT&T shares in Q3 2021, an estimated $246K.
Live Oak Private Wealth first reported a position in AT&T in Q2 2021 and held it in 1 quarter.
Live Oak Private Wealth's AT&T position peaked at $246K in Q2 2021.
2,487 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Live Oak Private Wealth's 13F filing for Q3 2021, filed 29 Oct 2021.