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SFG Wealth Management’s AT&T T Stock Holding History

SFG Wealth 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
2022
Q4 		– Sell
-10,694
Closed -$164K – 89
2022
Q3 		$164K Sell
10,694
-1,429
-12% -$26K 0.22% 74
2022
Q2 		$254K Sell
12,123
-4,827
-28% -$96.3K 0.3% 64
2022
Q1 		$303K Sell
16,950
-38
-0.2% -$703 0.28% 63
2021
Q4 		$316K Buy
+16,988
New +$318K 0.28% 72

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SFG Wealth Management's T Position: Q4 2022 in Review

SFG Wealth Management sold out of AT&T (T) in Q4 2022, closing a stake of 10,694 shares — an estimated $164K sold.

SFG Wealth Management first reported a position in T in Q4 2021 and held it in 4 quarters. The position peaked at $316K in Q4 2021. 2,417 funds tracked by Wall St. Rank hold T as of Q4 2022.

  • SFG Wealth Management reported no remaining AT&T position as of Q4 2022 after selling out during the quarter.
  • SFG Wealth Management sold 10,694 AT&T shares in Q4 2022, an estimated $164K.
  • SFG Wealth Management first reported a position in AT&T in Q4 2021 and held it in 4 quarters.
  • SFG Wealth Management's AT&T position peaked at $316K in Q4 2021.
  • 2,417 funds tracked by Wall St. Rank held AT&T as of Q4 2022.

Based on SFG Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.