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
2021 Q4	–	Sell	-927	Closed	-$5K	–	56
2021 Q3	$5K	Buy	+927	New	+$19.5K	﹤0.01%	55
2021 Q2	–	Sell	-530	Closed	-$3K	–	54
2021 Q1	$3K	Buy	+530	New	+$11.7K	﹤0.01%	48

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.