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

Waller 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	-11,719	Closed	-$218K	–	55
2021 Q4	$218K	Sell	11,719 -4,342	-27%	-$81.2K	0.05%	49
2021 Q3	$328K	Buy	16,061 +62	+0.4%	+$1.3K	0.09%	39
2021 Q2	$348K	Buy	15,999 +1,830	+13%	+$41.6K	0.09%	41
2021 Q1	$324K	Buy	14,169 +1,125	+9%	+$24.9K	0.09%	41
2020 Q4	$283K	Sell	13,044 -11,691	-47%	-$252K	0.09%	43
2020 Q3	$533K	Buy	24,735 +5,664	+30%	+$127K	0.2%	36
2020 Q2	$435K	Hold	19,071	–	–	0.17%	39
2020 Q1	$420K	Sell	19,071 -739	-4%	-$20.2K	0.22%	34
2019 Q4	$585K	Sell	19,810 -1,051	-5%	-$30.3K	0.29%	34
2019 Q3	$606K	Buy	20,861 +3,927	+23%	+$104K	0.32%	33
2019 Q2	$428K	Buy	16,934 +883	+6%	+$21.2K	0.24%	38
2019 Q1	$391K	Buy	16,051 +1,683	+12%	+$38.7K	0.23%	38
2018 Q4	$310K	Buy	+14,368	New	+$334K	0.21%	38

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

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

Waller Financial Planning Group sold out of AT&T (T) in Q1 2022, closing a stake of 11,719 shares — an estimated $218K sold.

Waller Financial Planning Group first reported a position in T in Q4 2018 and held it in 13 quarters. The position peaked at $606K in Q3 2019. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Waller Financial Planning Group reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Waller Financial Planning Group sold 11,719 AT&T shares in Q1 2022, an estimated $218K.
Waller Financial Planning Group first reported a position in AT&T in Q4 2018 and held it in 13 quarters.
Waller Financial Planning Group's AT&T position peaked at $606K in Q3 2019.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Waller Financial Planning Group's 13F filing for Q1 2022, filed 18 Apr 2022.