Wolff Financial Management’s AT&T T Stock Holding History

Wolff Financial Management’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	-50,975	Closed	-$1.04M	–	107
2021 Q3	$1.04M	Buy	+50,975	New	+$1.07M	0.9%	15
2021 Q1	$1.18M	Buy	51,804 +749	+1%	+$16.6K	0.54%	35
2020 Q4	$1.11M	Buy	51,055 +4	+0%	+$86	0.58%	32
2020 Q3	$1.1M	Buy	51,051 +197	+0.4%	+$4.4K	0.65%	33
2020 Q2	$1.16M	Sell	50,854 -843	-2%	-$19.2K	0.74%	30
2020 Q1	$1.14M	Buy	51,697 +163	+0.3%	+$4.45K	0.86%	27
2019 Q4	$1.52M	Buy	51,534 +643	+1%	+$18.6K	1.01%	21
2019 Q3	$1.45M	Buy	50,891 +20	+0%	+$530	1.06%	21
2019 Q2	$1.29M	Sell	50,871 -39	-0.1%	-$935	0.99%	22
2019 Q1	$1.21M	Buy	50,910 +49	+0.1%	+$1.13K	1%	21
2018 Q4	$1.1M	Buy	+50,861	New	+$1.18M	1.07%	20

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

Wolff Financial Management's T Position: Q4 2021 in Review

Wolff Financial Management sold out of AT&T (T) in Q4 2021, closing a stake of 50,975 shares — an estimated $1.04M sold.

Wolff Financial Management first reported a position in T in Q4 2018 and held it in 11 quarters. The position peaked at $1.52M in Q4 2019. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Wolff Financial Management reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Wolff Financial Management sold 50,975 AT&T shares in Q4 2021, an estimated $1.04M.
Wolff Financial Management first reported a position in AT&T in Q4 2018 and held it in 11 quarters.
Wolff Financial Management's AT&T position peaked at $1.52M in Q4 2019.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Wolff Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.