Resource Planning Group’s AT&T T Stock Holding History

Resource 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 Q4	–	Sell	-11,283	Closed	-$230K	–	85
2021 Q3	$230K	Sell	11,283 -105	-0.9%	-$2.21K	0.14%	76
2021 Q2	$248K	Buy	11,388 +2,157	+23%	+$49.1K	0.14%	72
2021 Q1	$211K	Buy	9,231 +3	+0%	+$66	0.14%	64
2020 Q4	$200K	Sell	9,228 -625	-6%	-$13.5K	0.14%	62
2020 Q3	$212K	Sell	9,853 -1,966	-17%	-$43.9K	0.16%	59
2020 Q2	$270K	Buy	11,819 +4	+0%	+$91	0.2%	50
2020 Q1	$260K	Sell	11,815 -1,189	-9%	-$32.5K	0.23%	40
2019 Q4	$384K	Buy	13,004 +1,460	+13%	+$42.2K	0.22%	44
2019 Q3	$330K	Sell	11,544 -2,028	-15%	-$53.7K	0.19%	45
2019 Q2	$344K	Buy	13,572 +3,511	+35%	+$84.2K	0.2%	46
2019 Q1	$238K	Buy	+10,061	New	+$231K	0.16%	47
2018 Q4	–	Sell	-10,295	Closed	-$261K	–	48
2018 Q3	$261K	Buy	+10,295	New	+$252K	0.2%	35

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 Planning Group's T Position: Q4 2021 in Review

Resource Planning Group sold out of AT&T (T) in Q4 2021, closing a stake of 11,283 shares — an estimated $230K sold.

Resource Planning Group first reported a position in T in Q3 2018 and held it in 12 quarters. The position peaked at $384K in Q4 2019. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Resource Planning Group reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 11,283 AT&T shares in Q4 2021, an estimated $230K.
Resource Planning Group first reported a position in AT&T in Q3 2018 and held it in 12 quarters.
Resource Planning Group's AT&T position peaked at $384K in Q4 2019.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.