ML&R Wealth Management’s AT&T T Stock Holding History

ML&R 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
2022 Q2	–	Sell	-11,425	Closed	-$204K	–	62
2022 Q1	$204K	Buy	11,425 +313	+3%	+$5.79K	0.08%	48
2021 Q4	$206K	Buy	+11,112	New	+$208K	0.08%	47

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

ML&R Wealth Management's T Position: Q2 2022 in Review

ML&R Wealth Management sold out of AT&T (T) in Q2 2022, closing a stake of 11,425 shares — an estimated $204K sold.

ML&R Wealth Management first reported a position in T in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 2,397 funds tracked by Wall St. Rank hold T as of Q2 2022.

ML&R Wealth Management reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
ML&R Wealth Management sold 11,425 AT&T shares in Q2 2022, an estimated $204K.
ML&R Wealth Management first reported a position in AT&T in Q4 2021 and held it in 2 quarters.
ML&R Wealth Management's AT&T position peaked at $206K in Q4 2021.
2,397 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on ML&R Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.