Williams Financial’s AT&T T Stock Holding History

Williams Financial’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	-19,567	Closed	-$364K	–	35
2021 Q4	$364K	Buy	+19,567	New	+$366K	0.27%	30
2021 Q3	–	Sell	-9,930	Closed	-$215K	–	50
2021 Q2	$215K	Sell	9,930 -628	-6%	-$14.3K	0.17%	48
2021 Q1	$241K	Buy	+10,558	New	+$233K	0.21%	41

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

Williams Financial's T Position: Q1 2022 in Review

Williams Financial sold out of AT&T (T) in Q1 2022, closing a stake of 19,567 shares — an estimated $364K sold.

Williams Financial first reported a position in T in Q1 2021 and held it in 3 quarters. The position peaked at $364K in Q4 2021. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.

Williams Financial reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
Williams Financial sold 19,567 AT&T shares in Q1 2022, an estimated $364K.
Williams Financial first reported a position in AT&T in Q1 2021 and held it in 3 quarters.
Williams Financial's AT&T position peaked at $364K in Q4 2021.
2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.

Based on Williams Financial's 13F filing for Q1 2022, filed 19 Apr 2022.