Souders Financial Advisors’s AT&T T Stock Holding History

Souders Financial Advisors’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	-10,622	Closed	-$217K	–	142
2021 Q3	$217K	Buy	10,622 +478	+5%	+$10K	0.07%	128
2021 Q2	$221K	Sell	10,144 -1,164	-10%	-$26.5K	0.07%	128
2021 Q1	$259K	Buy	+11,308	New	+$250K	0.1%	110
2020 Q4	–	Sell	-13,457	Closed	-$293K	–	116
2020 Q3	$293K	Buy	13,457 +93	+0.7%	+$2.08K	0.14%	91
2020 Q2	$305K	Buy	13,364 +394	+3%	+$8.97K	0.17%	80
2020 Q1	$286K	Buy	+12,970	New	+$354K	0.25%	73

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

Souders Financial Advisors's T Position: Q4 2021 in Review

Souders Financial Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 10,622 shares — an estimated $217K sold.

Souders Financial Advisors first reported a position in T in Q1 2020 and held it in 6 quarters. The position peaked at $305K in Q2 2020. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Souders Financial Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Souders Financial Advisors sold 10,622 AT&T shares in Q4 2021, an estimated $217K.
Souders Financial Advisors first reported a position in AT&T in Q1 2020 and held it in 6 quarters.
Souders Financial Advisors's AT&T position peaked at $305K in Q2 2020.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Souders Financial Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.