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

Midwest 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	-85,623	Closed	-$1.75M	–	99
2021 Q3	$1.75M	Buy	85,623 +3,756	+5%	+$78.9K	1.2%	30
2021 Q2	$1.78M	Buy	81,867 +8,185	+11%	+$186K	1.27%	29
2021 Q1	$1.69M	Buy	73,682 +4,308	+6%	+$95.2K	1.37%	25
2020 Q4	$1.51M	Buy	+69,374	New	+$1.5M	1.38%	23

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

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

Midwest Wealth Management sold out of AT&T (T) in Q4 2021, closing a stake of 85,623 shares — an estimated $1.75M sold.

Midwest Wealth Management first reported a position in T in Q4 2020 and held it in 4 quarters. The position peaked at $1.78M in Q2 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Midwest Wealth Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Midwest Wealth Management sold 85,623 AT&T shares in Q4 2021, an estimated $1.75M.
Midwest Wealth Management first reported a position in AT&T in Q4 2020 and held it in 4 quarters.
Midwest Wealth Management's AT&T position peaked at $1.78M in Q2 2021.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Midwest Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.