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Retirement Income Solutions’s AT&T T Stock Holding History

Retirement Income Solutions’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
-10,470
Closed -$214K – 114
2021
Q3 		$214K Buy
10,470
+4
+0% +$84 0.07% 93
2021
Q2 		$227K Buy
10,466
+4
+0% +$91 0.08% 94
2021
Q1 		$239K Buy
10,462
+5
+0% +$111 0.08% 87
2020
Q4 		$227K Buy
+10,457
New +$226K 0.08% 85
2020
Q2 		– Sell
-10,914
Closed -$240K – 83
2020
Q1 		$240K Buy
10,914
+750
+7% +$20.5K 0.13% 60
2019
Q4 		$300K Sell
10,164
-2,442
-19% -$70.5K 0.12% 59
2019
Q3 		$360K Buy
12,606
+3,664
+41% +$97.1K 0.19% 52
2019
Q2 		$226K Sell
8,942
-285
-3% -$6.84K 0.12% 59
2019
Q1 		$219K Buy
+9,227
New +$212K 0.13% 63
2018
Q4 		– Sell
-10,543
Closed -$267K – 68
2018
Q3 		$267K Buy
10,543
+1,366
+15% +$33.5K 0.15% 56
2018
Q2 		$223K Buy
9,177
+1,339
+17% +$33.6K 0.14% 60
2018
Q1 		$211K Sell
7,838
-834
-10% -$23.2K 0.13% 60
2017
Q4 		$255K Buy
+8,672
New +$237K 0.15% 63

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Income Solutions's T Position: Q4 2021 in Review

Retirement Income Solutions sold out of AT&T (T) in Q4 2021, closing a stake of 10,470 shares — an estimated $214K sold.

Retirement Income Solutions first reported a position in T in Q4 2017 and held it in 13 quarters. The position peaked at $360K in Q3 2019. 2,528 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Retirement Income Solutions reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Retirement Income Solutions sold 10,470 AT&T shares in Q4 2021, an estimated $214K.
  • Retirement Income Solutions first reported a position in AT&T in Q4 2017 and held it in 13 quarters.
  • Retirement Income Solutions's AT&T position peaked at $360K in Q3 2019.
  • 2,528 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Retirement Income Solutions's 13F filing for Q4 2021, filed 4 Feb 2022.