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Cooper/Haims Advisors’s AT&T T Stock Holding History

Cooper/Haims 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
-12,138
Closed -$248K – 84
2021
Q3 		$248K Buy
12,138
+10
+0.1% +$210 0.15% 67
2021
Q2 		$264K Buy
12,128
+7
+0.1% +$159 0.17% 66
2021
Q1 		$277K Buy
+12,121
New +$268K 0.2% 57
2018
Q1 		– Sell
-9
Closed – – 53
2017
Q4 		$0 Buy
+9
New +$246 ﹤0.01% 55

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cooper/Haims Advisors's T Position: Q4 2021 in Review

Cooper/Haims Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 12,138 shares — an estimated $248K sold.

Cooper/Haims Advisors first reported a position in T in Q4 2017 and held it in 4 quarters. The position peaked at $277K in Q1 2021. 2,530 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Cooper/Haims Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 12,138 AT&T shares in Q4 2021, an estimated $248K.
  • Cooper/Haims Advisors first reported a position in AT&T in Q4 2017 and held it in 4 quarters.
  • Cooper/Haims Advisors's AT&T position peaked at $277K in Q1 2021.
  • 2,530 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Cooper/Haims Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.