Planning Directions’s AT&T T Stock Holding History

Planning Directions’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
2020 Q4	–	Sell	-10,403	Closed	-$224K	–	61
2020 Q3	$224K	Sell	10,403 -3,474	-25%	-$77.6K	0.2%	53
2020 Q2	$317K	Buy	+13,877	New	+$316K	0.3%	45
2020 Q1	–	Sell	-12,675	Closed	-$374K	–	88
2019 Q4	$374K	Buy	12,675 +134	+1%	+$3.87K	0.35%	37
2019 Q3	$358K	Sell	12,541 -3,784	-23%	-$100K	0.34%	38
2019 Q2	$413K	Buy	16,325 +6,512	+66%	+$156K	0.42%	39
2019 Q1	$232K	Buy	+9,813	New	+$226K	0.28%	46
2018 Q4	–	Sell	-9,005	Closed	-$228K	–	56
2018 Q3	$228K	Buy	9,005 +89	+1%	+$2.18K	0.21%	49
2018 Q2	$216K	Sell	8,916 -2,657	-23%	-$66.7K	0.21%	47
2018 Q1	$312K	Buy	+11,573	New	+$322K	0.31%	40

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Planning Directions's T Position: Q4 2020 in Review

Planning Directions sold out of AT&T (T) in Q4 2020, closing a stake of 10,403 shares — an estimated $224K sold.

Planning Directions first reported a position in T in Q1 2018 and held it in 9 quarters. The position peaked at $413K in Q2 2019. 2,594 funds tracked by Wall St. Rank hold T as of Q4 2020.

Planning Directions reported no remaining AT&T position as of Q4 2020 after selling out during the quarter.
Planning Directions sold 10,403 AT&T shares in Q4 2020, an estimated $224K.
Planning Directions first reported a position in AT&T in Q1 2018 and held it in 9 quarters.
Planning Directions's AT&T position peaked at $413K in Q2 2019.
2,594 funds tracked by Wall St. Rank held AT&T as of Q4 2020.

Based on Planning Directions's 13F filing for Q4 2020, filed 26 Jan 2021.