Stonebridge Financial Planning Group’s AT&T T Stock Holding History

Stonebridge Financial 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
2022 Q1	–	Sell	-4,638	Closed	-$88K	–	336
2021 Q4	$88K	Hold	4,638	–	–	0.05%	175
2021 Q3	$88K	Buy	4,638 +166	+4%	+$3.49K	0.04%	178
2021 Q2	$96K	Sell	4,472 -461	-9%	-$10.5K	0.05%	165
2021 Q1	$112K	Buy	4,933 +2,550	+107%	+$56.4K	0.07%	148
2020 Q4	$52K	Sell	2,383 -1,843	-44%	-$39.7K	0.03%	191
2020 Q3	$87K	Sell	4,226 -1,292	-23%	-$28.9K	0.06%	142
2020 Q2	$125K	Buy	5,518 +29	+0.5%	+$660	0.11%	115
2020 Q1	$124K	Sell	5,489 -1,229	-18%	-$33.6K	0.12%	109
2019 Q4	$198K	Buy	+6,718	New	+$194K	0.18%	88

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Stonebridge Financial Planning Group's T Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of AT&T (T) in Q1 2022, closing a stake of 4,638 shares — an estimated $88K sold.

Stonebridge Financial Planning Group first reported a position in T in Q4 2019 and held it in 9 quarters. The position peaked at $198K in Q4 2019. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 4,638 AT&T shares in Q1 2022, an estimated $88K.
Stonebridge Financial Planning Group first reported a position in AT&T in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's AT&T position peaked at $198K in Q4 2019.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.