Peak Planning Group’s AT&T T Stock Holding History

Peak Planning 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
2021 Q4	–	Sell	-30,437	Closed	-$621K	–	85
2021 Q3	$621K	Buy	+30,437	New	+$639K	0.53%	42
2021 Q1	$762K	Buy	33,346 +777	+2%	+$17.2K	0.74%	31
2020 Q4	$707K	Sell	32,569 -313	-1%	-$6.75K	0.8%	25
2020 Q3	$708K	Buy	+32,882	New	+$735K	0.99%	21

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

Peak Planning Group's T Position: Q4 2021 in Review

Peak Planning Group sold out of AT&T (T) in Q4 2021, closing a stake of 30,437 shares — an estimated $621K sold.

Peak Planning Group first reported a position in T in Q3 2020 and held it in 4 quarters. The position peaked at $762K in Q1 2021. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

Peak Planning Group reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
Peak Planning Group sold 30,437 AT&T shares in Q4 2021, an estimated $621K.
Peak Planning Group first reported a position in AT&T in Q3 2020 and held it in 4 quarters.
Peak Planning Group's AT&T position peaked at $762K in Q1 2021.
2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.