Pointe Capital Management’s AT&T T Stock Holding History

Pointe Capital Management’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
2023 Q2	–	Sell	-2,623	Closed	-$50.5K	–	359
2023 Q1	$50.5K	Buy	+2,623	New	+$50.1K	0.04%	231
2017 Q2	–	Sell	-15,462	Closed	-$485K	–	171
2017 Q1	$485K	Buy	+15,462	New	+$487K	0.37%	82
2016 Q4	–	Sell	-20,109	Closed	-$617K	–	224
2016 Q3	$617K	Sell	20,109 -645	-3%	-$20.4K	0.45%	63
2016 Q2	$677K	Sell	20,754 -813	-4%	-$24.2K	0.49%	58
2016 Q1	$638K	Buy	21,567 +4,029	+23%	+$112K	0.5%	63
2015 Q4	$456K	Buy	17,538 +1,753	+11%	+$44.5K	0.33%	91
2015 Q3	$388K	Buy	+15,785	New	+$403K	0.24%	108

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Pointe Capital Management's T Position: Q2 2023 in Review

Pointe Capital Management sold out of AT&T (T) in Q2 2023, closing a stake of 2,623 shares — an estimated $50.5K sold.

Pointe Capital Management first reported a position in T in Q3 2015 and held it in 7 quarters. The position peaked at $677K in Q2 2016. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2023.

Pointe Capital Management reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 2,623 AT&T shares in Q2 2023, an estimated $50.5K.
Pointe Capital Management first reported a position in AT&T in Q3 2015 and held it in 7 quarters.
Pointe Capital Management's AT&T position peaked at $677K in Q2 2016.
2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.