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Shepherd Financial Partners’s AT&T T Stock Holding History

Shepherd Financial Partners’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
-24,015
Closed -$491K – 160
2021
Q3 		$491K Buy
+24,015
New +$505K 0.09% 110
2020
Q4 		– Sell
-20,364
Closed -$439K – 140
2020
Q3 		$439K Sell
20,364
-20,839
-51% -$466K 0.1% 98
2020
Q2 		$941K Buy
41,203
+8,423
+26% +$192K 0.26% 66
2020
Q1 		$722K Sell
32,780
-38,748
-54% -$1.06M 0.25% 66
2019
Q4 		$2.11M Buy
71,528
+335
+0.5% +$9.67K 0.49% 40
2019
Q3 		$2.04M Buy
71,193
+1,514
+2% +$40.1K 0.51% 37
2019
Q2 		$1.76M Buy
69,679
+41
+0.1% +$983 0.33% 40
2019
Q1 		$1.65M Sell
69,638
-2,198
-3% -$50.6K 0.32% 45
2018
Q4 		$1.55M Sell
71,836
-4,809
-6% -$112K 0.34% 37
2018
Q3 		$1.86M Hold
76,645
– – 0.42% 39
2018
Q2 		$1.86M Buy
76,645
+1,519
+2% +$38.1K 0.42% 39
2018
Q1 		$2.02M Buy
75,126
+3,965
+6% +$110K 0.5% 35
2017
Q4 		$2.09M Sell
71,161
-60
-0.1% -$1.64K 0.49% 39
2017
Q3 		$2.06M Sell
71,221
-6,071
-8% -$172K 0.48% 37
2017
Q2 		$2.15M Sell
77,292
-1,101
-1% -$32.5K 0.53% 36
2017
Q1 		$2.46M Sell
78,393
-2,466
-3% -$77.6K 0.64% 34
2016
Q4 		$2.63M Buy
+80,859
New +$2.39M 0.75% 28

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

Shepherd Financial Partners's T Position: Q4 2021 in Review

Shepherd Financial Partners sold out of AT&T (T) in Q4 2021, closing a stake of 24,015 shares — an estimated $491K sold.

Shepherd Financial Partners first reported a position in T in Q4 2016 and held it in 17 quarters. The position peaked at $2.63M in Q4 2016. 2,529 funds tracked by Wall St. Rank hold T as of Q4 2021.

  • Shepherd Financial Partners reported no remaining AT&T position as of Q4 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 24,015 AT&T shares in Q4 2021, an estimated $491K.
  • Shepherd Financial Partners first reported a position in AT&T in Q4 2016 and held it in 17 quarters.
  • Shepherd Financial Partners's AT&T position peaked at $2.63M in Q4 2016.
  • 2,529 funds tracked by Wall St. Rank held AT&T as of Q4 2021.

Based on Shepherd Financial Partners's 13F filing for Q4 2021, filed 14 Feb 2022.