Loveless Wealth Management’s AT&T T Stock Holding History

Loveless Wealth Management’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	-10,799	Closed	-$220K	–	134
2021 Q3	$220K	Sell	10,799 -20,210	-65%	-$425K	0.13%	126
2021 Q2	$674K	Sell	31,009 -9,143	-23%	-$208K	0.41%	77
2021 Q1	$918K	Sell	40,152 -8,625	-18%	-$191K	0.61%	59
2020 Q4	$1.06M	Sell	48,777 -9,189	-16%	-$198K	0.78%	48
2020 Q3	$1.25M	Sell	57,966 -230	-0.4%	-$5.14K	1.05%	35
2020 Q2	$1.33M	Buy	58,196 +1,790	+3%	+$40.8K	1.24%	28
2020 Q1	$1.24M	Buy	56,406 +1,543	+3%	+$42.2K	1.46%	26
2019 Q4	$1.62M	Buy	+54,863	New	+$1.58M	1.4%	24

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

Loveless Wealth Management's T Position: Q4 2021 in Review

Loveless Wealth Management sold out of AT&T (T) in Q4 2021, closing a stake of 10,799 shares — an estimated $220K sold.

Loveless Wealth Management first reported a position in T in Q4 2019 and held it in 8 quarters. The position peaked at $1.62M in Q4 2019. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Loveless Wealth Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Loveless Wealth Management sold 10,799 AT&T shares in Q4 2021, an estimated $220K.
Loveless Wealth Management first reported a position in AT&T in Q4 2019 and held it in 8 quarters.
Loveless Wealth Management's AT&T position peaked at $1.62M in Q4 2019.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Loveless Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.