Summit Wealth & Retirement Planning’s AT&T T Stock Holding History

Summit Wealth & Retirement 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
2021 Q1	–	Sell	-40,553	Closed	-$881K	–	121
2020 Q4	$881K	Sell	40,553 -4,018	-9%	-$86.6K	0.33%	56
2020 Q3	$960K	Buy	44,571 +161	+0.4%	+$3.6K	0.41%	42
2020 Q2	$1.01M	Sell	44,410 -2,531	-5%	-$57.6K	0.48%	43
2020 Q1	$1.03M	Buy	46,941 +2,551	+6%	+$69.7K	0.55%	44
2019 Q4	$1.31M	Sell	44,390 -77	-0.2%	-$2.22K	0.58%	38
2019 Q3	$1.27M	Sell	44,467 -4,534	-9%	-$120K	0.77%	32
2019 Q2	$1.24M	Buy	49,001 +24	+0%	+$576	0.73%	32
2019 Q1	$1.16M	Buy	48,977 +2,502	+5%	+$57.6K	0.69%	34
2018 Q4	$1M	Buy	+46,475	New	+$1.08M	0.76%	31

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's T Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of AT&T (T) in Q1 2021, closing a stake of 40,553 shares — an estimated $881K sold.

Summit Wealth & Retirement Planning first reported a position in T in Q4 2018 and held it in 9 quarters. The position peaked at $1.31M in Q4 2019. 2,604 funds tracked by Wall St. Rank hold T as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 40,553 AT&T shares in Q1 2021, an estimated $881K.
Summit Wealth & Retirement Planning first reported a position in AT&T in Q4 2018 and held it in 9 quarters.
Summit Wealth & Retirement Planning's AT&T position peaked at $1.31M in Q4 2019.
2,604 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.