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Pinnacle Family Advisors’s AT&T T Stock Holding History

Pinnacle Family 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
-11,413
Closed -$233K – 150
2021
Q3 		$233K Buy
11,413
+1,794
+19% +$37.7K 0.1% 125
2021
Q2 		$209K Buy
+9,619
New +$219K 0.09% 127
2021
Q1 		– Sell
-23,384
Closed -$508K – 152
2020
Q4 		$508K Buy
23,384
+4,506
+24% +$97.2K 0.31% 62
2020
Q3 		$406K Buy
18,878
+260
+1% +$5.81K 0.27% 46
2020
Q2 		$425K Buy
18,618
+6,217
+50% +$142K 0.37% 43
2020
Q1 		$287K Sell
12,401
-3,952
-24% -$108K 0.35% 46
2019
Q4 		$483K Buy
16,353
+115
+0.7% +$3.32K 0.44% 41
2019
Q3 		$464K Buy
16,238
+3,165
+24% +$83.9K 0.41% 43
2019
Q2 		$331K Buy
13,073
+1,672
+15% +$40.1K 0.27% 59
2019
Q1 		$270K Sell
11,401
-1,444
-11% -$33.2K 0.24% 63
2018
Q4 		$277K Buy
12,845
+920
+8% +$21.4K 0.19% 51
2018
Q3 		$302K Buy
+11,925
New +$292K 0.16% 57
2018
Q2 		– Sell
-13,355
Closed -$360K – 74
2018
Q1 		$360K Buy
13,355
+40
+0.3% +$1.11K 0.21% 53
2017
Q4 		$391K Buy
+13,315
New +$364K 0.18% 59
2017
Q3 		– Sell
-9,645
Closed -$275K – 78
2017
Q2 		$275K Buy
+9,645
New +$284K 0.15% 59

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

Pinnacle Family Advisors's T Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of AT&T (T) in Q4 2021, closing a stake of 11,413 shares — an estimated $233K sold.

Pinnacle Family Advisors first reported a position in T in Q2 2017 and held it in 15 quarters. The position peaked at $508K in Q4 2020. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Pinnacle Family Advisors reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 11,413 AT&T shares in Q4 2021, an estimated $233K.
  • Pinnacle Family Advisors first reported a position in AT&T in Q2 2017 and held it in 15 quarters.
  • Pinnacle Family Advisors's AT&T position peaked at $508K in Q4 2020.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.