Wealth Management Partners’s AT&T T Stock Holding History

Wealth Management Partners’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	-10,011	Closed	-$204K	–	118
2021 Q3	$204K	Sell	10,011 -1,904	-16%	-$40K	0.15%	106
2021 Q2	$259K	Buy	11,915 +12	+0.1%	+$273	0.18%	101
2021 Q1	$278K	Sell	11,903 -3,957	-25%	-$87.5K	0.21%	99
2020 Q4	$356K	Buy	+15,860	New	+$342K	0.28%	82

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Management Partners's T Position: Q4 2021 in Review

Wealth Management Partners sold out of AT&T (T) in Q4 2021, closing a stake of 10,011 shares — an estimated $204K sold.

Wealth Management Partners first reported a position in T in Q4 2020 and held it in 4 quarters. The position peaked at $356K in Q4 2020. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

Wealth Management Partners reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Wealth Management Partners sold 10,011 AT&T shares in Q4 2021, an estimated $204K.
Wealth Management Partners first reported a position in AT&T in Q4 2020 and held it in 4 quarters.
Wealth Management Partners's AT&T position peaked at $356K in Q4 2020.
2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Wealth Management Partners's 13F filing for Q4 2021, filed 19 Jan 2022.