Sterling Financial Planning’s AT&T T Stock Holding History

Sterling Financial Planning’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 Q2	–	Sell	-11,286	Closed	-$201K	–	97
2022 Q1	$201K	Buy	11,286 +25	+0.2%	+$463	0.13%	93
2021 Q4	$209K	Buy	11,261 +480	+4%	+$8.97K	0.13%	92
2021 Q3	$220K	Buy	10,781 +1,755	+19%	+$36.9K	0.14%	82
2021 Q2	$196K	Sell	9,026 -253	-3%	-$5.75K	0.13%	87
2021 Q1	$212K	Sell	9,279 -5,053	-35%	-$112K	0.15%	75
2020 Q4	$311K	Buy	+14,332	New	+$309K	0.25%	53

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Financial Planning's T Position: Q2 2022 in Review

Sterling Financial Planning sold out of AT&T (T) in Q2 2022, closing a stake of 11,286 shares — an estimated $201K sold.

Sterling Financial Planning first reported a position in T in Q4 2020 and held it in 6 quarters. The position peaked at $311K in Q4 2020. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2022.

Sterling Financial Planning reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
Sterling Financial Planning sold 11,286 AT&T shares in Q2 2022, an estimated $201K.
Sterling Financial Planning first reported a position in AT&T in Q4 2020 and held it in 6 quarters.
Sterling Financial Planning's AT&T position peaked at $311K in Q4 2020.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Sterling Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.