Cerro Pacific Wealth Advisors’s AT&T T Stock Holding History

Cerro Pacific Wealth Advisors’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	-12,856	Closed	-$262K	–	127
2021 Q3	$262K	Sell	12,856 -20,380	-61%	-$428K	0.19%	109
2021 Q2	$722K	Buy	+33,236	New	+$756K	0.54%	60
2020 Q4	$492K	Buy	+22,667	New	+$489K	0.29%	76

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerro Pacific Wealth Advisors's T Position: Q4 2021 in Review

Cerro Pacific Wealth Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 12,856 shares — an estimated $262K sold.

Cerro Pacific Wealth Advisors first reported a position in T in Q4 2020 and held it in 3 quarters. The position peaked at $722K in Q2 2021. 2,528 funds tracked by Wall St. Rank hold T as of Q4 2021.

Cerro Pacific Wealth Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 12,856 AT&T shares in Q4 2021, an estimated $262K.
Cerro Pacific Wealth Advisors first reported a position in AT&T in Q4 2020 and held it in 3 quarters.
Cerro Pacific Wealth Advisors's AT&T position peaked at $722K in Q2 2021.
2,528 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.