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Pinnacle Private Wealth’s AT&T T Stock Holding History

Pinnacle Private Wealth’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 		$530K Sell
25,302
-8,509
-25% -$170K 0.21% 116
2022
Q1 		$603K Sell
33,811
-1,064
-3% -$19.7K 0.19% 123
2021
Q4 		$648K Buy
+34,875
New +$652K 0.2% 121

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Private Wealth's T Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its AT&T (T) stake by 25% in Q2 2022, selling an estimated $170K and leaving 25,302 shares worth $530K. The position accounts for 0.21% of the portfolio, ranked #116.

Pinnacle Private Wealth first reported a position in T in Q4 2021 and has held it in 3 quarters since. The position peaked at $648K in Q4 2021. 2,399 funds tracked by Wall St. Rank hold T as of Q2 2022.

  • Pinnacle Private Wealth held 25,302 shares of AT&T worth $530K as of Q2 2022.
  • Pinnacle Private Wealth sold 8,509 AT&T shares in Q2 2022, an estimated $170K.
  • AT&T made up 0.21% of Pinnacle Private Wealth's portfolio in Q2 2022, its #116 holding.
  • Pinnacle Private Wealth first reported a position in AT&T in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's AT&T position peaked at $648K in Q4 2021.
  • 2,399 funds tracked by Wall St. Rank held AT&T as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.