Phoenix Wealth Advisors’s AT&T T Stock Holding History

Phoenix Wealth Advisors’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	-6,120	Closed	-$125K	–	329
2021 Q3	$125K	Sell	6,120 -50,354	-89%	-$1.06M	0.09%	142
2021 Q2	$1.24M	Sell	56,474 -28,619	-34%	-$651K	0.89%	29
2021 Q1	$1.96M	Buy	85,093 +4,616	+6%	+$102K	1.52%	28
2020 Q4	$1.75M	Buy	+80,477	New	+$1.74M	1.33%	28

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

Phoenix Wealth Advisors's T Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 6,120 shares — an estimated $125K sold.

Phoenix Wealth Advisors first reported a position in T in Q4 2020 and held it in 4 quarters. The position peaked at $1.96M in Q1 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Phoenix Wealth Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 6,120 AT&T shares in Q4 2021, an estimated $125K.
Phoenix Wealth Advisors first reported a position in AT&T in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's AT&T position peaked at $1.96M in Q1 2021.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.