Professional Planning’s AT&T T Stock Holding History

Professional Planning’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 Q3	–	Sell	-11,940	Closed	-$259K	–	131
2021 Q2	$259K	Buy	11,940 +524	+5%	+$11.9K	0.12%	118
2021 Q1	$260K	Sell	11,416 -2,527	-18%	-$55.9K	0.13%	105
2020 Q4	$303K	Buy	+13,943	New	+$301K	0.12%	102
2020 Q3	–	Sell	-10,624	Closed	-$243K	–	98
2020 Q2	$243K	Buy	+10,624	New	+$242K	0.13%	98
2020 Q1	–	Sell	-13,727	Closed	-$405K	–	36
2019 Q4	$405K	Buy	+13,727	New	+$396K	0.35%	37
2018 Q3	–	Sell	-23,547	Closed	-$571K	–	31
2018 Q2	$571K	Buy	+23,547	New	+$591K	0.9%	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

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

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

Professional Planning's T Position: Q3 2021 in Review

Professional Planning sold out of AT&T (T) in Q3 2021, closing a stake of 11,940 shares — an estimated $259K sold.

Professional Planning first reported a position in T in Q2 2018 and held it in 6 quarters. The position peaked at $571K in Q2 2018. 2,486 funds tracked by Wall St. Rank hold T as of Q3 2021.

Professional Planning reported no remaining AT&T position as of Q3 2021 after selling out during the quarter.
Professional Planning sold 11,940 AT&T shares in Q3 2021, an estimated $259K.
Professional Planning first reported a position in AT&T in Q2 2018 and held it in 6 quarters.
Professional Planning's AT&T position peaked at $571K in Q2 2018.
2,486 funds tracked by Wall St. Rank held AT&T as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.