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New England Professional Planning Group’s AT&T T Stock Holding History

New England Professional Planning Group’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
Q2 		– Sell
-14,218
Closed -$347K – 58
2021
Q1 		$347K Hold
14,218
– – 0.21% 25
2020
Q4 		$309K Sell
14,218
-41
-0.3% -$884 0.22% 24
2020
Q3 		$294K Sell
14,259
-3,402
-19% -$76K 0.23% 22
2020
Q2 		$404K Hold
17,661
– – 0.31% 23
2020
Q1 		$394K Sell
17,661
-567
-3% -$15.5K 0.37% 22
2019
Q4 		$541K Buy
+18,228
New +$526K 0.43% 19
2018
Q3 		$523K Buy
20,580
+197
+1% +$4.83K 0.6% 16
2018
Q2 		$496K Sell
20,383
-180
-0.9% -$4.52K 0.64% 14
2018
Q1 		$509K Sell
20,563
-430
-2% -$12K 0.68% 15
2017
Q4 		$605K Buy
+20,993
New +$573K 0.74% 13
2016
Q2 		$569K Buy
17,759
+133
+0.8% +$3.96K 0.64% 21
2016
Q1 		$519K Buy
17,626
+1,329
+8% +$36.8K 0.52% 21
2015
Q4 		$421K Buy
16,297
+128
+0.8% +$3.25K 0.47% 22
2015
Q3 		$402K Sell
16,169
-801
-5% -$20.4K 0.46% 23
2015
Q2 		$456K Buy
16,970
+1,011
+6% +$26.1K 0.6% 20
2015
Q1 		$417K Buy
15,959
+442
+3% +$11.2K 0.56% 20
2014
Q4 		$387K Buy
+15,517
New +$403K 0.57% 21

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New England Professional Planning Group's T Position: Q2 2021 in Review

New England Professional Planning Group sold out of AT&T (T) in Q2 2021, closing a stake of 14,218 shares — an estimated $347K sold.

New England Professional Planning Group first reported a position in T in Q4 2014 and held it in 17 quarters. The position peaked at $605K in Q4 2017. 2,562 funds tracked by Wall St. Rank hold T as of Q2 2021.

  • New England Professional Planning Group reported no remaining AT&T position as of Q2 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 14,218 AT&T shares in Q2 2021, an estimated $347K.
  • New England Professional Planning Group first reported a position in AT&T in Q4 2014 and held it in 17 quarters.
  • New England Professional Planning Group's AT&T position peaked at $605K in Q4 2017.
  • 2,562 funds tracked by Wall St. Rank held AT&T as of Q2 2021.

Based on New England Professional Planning Group's 13F filing for Q2 2021, filed 16 Aug 2021.