Resource Management’s AT&T T Stock Holding History

Resource 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
2021 Q4	$4.48M	Sell	240,899 -48,395	-17%	-$905K	0.46%	21
2021 Q3	$5.9M	Sell	289,294 -27,404	-9%	-$576K	0.67%	18
2021 Q2	$6.88M	Buy	316,698 +20,518	+7%	+$467K	0.79%	15
2021 Q1	$6.77M	Buy	296,180 +12,908	+5%	+$285K	0.82%	16
2020 Q4	$6.15M	Buy	283,272 +11,755	+4%	+$253K	0.84%	16
2020 Q3	$5.85M	Buy	271,517 +25,429	+10%	+$568K	0.95%	13
2020 Q2	$5.62M	Buy	246,088 +33,770	+16%	+$769K	0.97%	14
2020 Q1	$4.67M	Buy	212,318 +18,279	+9%	+$499K	0.99%	15
2019 Q4	$5.73M	Buy	194,039 +2,340	+1%	+$67.6K	0.92%	15
2019 Q3	$5.48M	Buy	191,699 +3,753	+2%	+$99.4K	0.96%	15
2019 Q2	$4.76M	Buy	187,946 +27,657	+17%	+$663K	0.82%	17
2019 Q1	$3.8M	Buy	160,289 +2,227	+1%	+$51.2K	0.68%	17
2018 Q4	$3.41M	Buy	158,062 +2,940	+2%	+$68.4K	0.71%	17
2018 Q3	$3.93M	Buy	155,122 +25,251	+19%	+$619K	0.72%	14
2018 Q2	$3.15M	Buy	129,871 +2,235	+2%	+$56.1K	0.61%	15
2018 Q1	$3.44M	Sell	127,636 -3,424	-3%	-$95.3K	0.73%	14
2017 Q4	$3.62M	Buy	+131,060	New	+$3.58M	0.74%	15

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

Resource Management's T Position: Q4 2021 in Review

Resource Management reduced its AT&T (T) stake by 17% in Q4 2021, selling an estimated $905K and leaving 240,899 shares worth $4.48M. The position accounts for 0.46% of the portfolio, ranked #21.

Resource Management first reported a position in T in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.88M in Q2 2021. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Resource Management held 240,899 shares of AT&T worth $4.48M as of Q4 2021.
Resource Management sold 48,395 AT&T shares in Q4 2021, an estimated $905K.
AT&T made up 0.46% of Resource Management's portfolio in Q4 2021, its #21 holding.
Resource Management first reported a position in AT&T in Q4 2017 and has held it in 17 quarters since.
Resource Management's AT&T position peaked at $6.88M in Q2 2021.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.