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Pacific Wealth Strategies Group’s AT&T T Stock Holding History

Pacific Wealth Strategies Group’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
Q2 		– Sell
-22,446
Closed -$401K – 70
2022
Q1 		$401K Sell
22,446
-7,054
-24% -$131K 0.17% 59
2021
Q4 		$548K Sell
29,500
-11,236
-28% -$210K 0.19% 64
2021
Q3 		$831K Sell
40,736
-1,948
-5% -$40.9K 0.31% 60
2021
Q2 		$928K Sell
42,684
-6,689
-14% -$152K 0.36% 56
2021
Q1 		$1.13M Sell
49,373
-11,628
-19% -$257K 0.47% 54
2020
Q4 		$1.34M Sell
61,001
-84,901
-58% -$1.83M 0.58% 47
2020
Q3 		$3.14M Sell
145,902
-40,211
-22% -$899K 1.65% 23
2020
Q2 		$4.25M Buy
186,113
+5,607
+3% +$128K 2.36% 13
2020
Q1 		$3.97M Buy
180,506
+103,958
+136% +$2.84M 2.71% 10
2019
Q4 		$2.26M Buy
76,548
+650
+0.9% +$18.8K 1.25% 29
2019
Q3 		$2.17M Sell
75,898
-595
-0.8% -$15.8K 1.34% 28
2019
Q2 		$1.94M Sell
76,493
-1,996
-3% -$47.9K 1.21% 30
2019
Q1 		$1.86M Buy
78,489
+2,314
+3% +$53.2K 1.2% 31
2018
Q4 		$1.64M Sell
76,175
-1,211
-2% -$28.2K 1.18% 34
2018
Q3 		$1.96M Sell
77,386
-832
-1% -$20.4K 1.26% 29
2018
Q2 		$1.9M Buy
78,218
+4,398
+6% +$110K 1.31% 29
2018
Q1 		$1.99M Buy
73,820
+1,744
+2% +$48.5K 1.41% 27
2017
Q4 		$2.12M Sell
72,076
-246
-0.3% -$6.72K 1.5% 26
2017
Q3 		$2.14M Sell
72,322
-401
-0.6% -$11.4K 1.69% 20
2017
Q2 		$2.07M Buy
72,723
+4,928
+7% +$145K 1.77% 17
2017
Q1 		$2.13M Sell
67,795
-6,089
-8% -$192K 1.85% 17
2016
Q4 		$2.37M Buy
+73,884
New +$2.18M 2.34% 13

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Wealth Strategies Group's T Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of AT&T (T) in Q2 2022, closing a stake of 22,446 shares — an estimated $401K sold.

Pacific Wealth Strategies Group first reported a position in T in Q4 2016 and held it in 22 quarters. The position peaked at $4.25M in Q2 2020. 2,397 funds tracked by Wall St. Rank hold T as of Q2 2022.

  • Pacific Wealth Strategies Group reported no remaining AT&T position as of Q2 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 22,446 AT&T shares in Q2 2022, an estimated $401K.
  • Pacific Wealth Strategies Group first reported a position in AT&T in Q4 2016 and held it in 22 quarters.
  • Pacific Wealth Strategies Group's AT&T position peaked at $4.25M in Q2 2020.
  • 2,397 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.