Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
T holding history
AT&T Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
T overviewAll 13F holders of TFull Q3 2023 holdings
- Shares (Q3 2023)
- 51,612
- Value
- $775.2K
- % of portfolio
- 0.2%
- Quarters held
- 11
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 51,612 | $775.2K | 0.2% | +4,472+9.5% | Added | Holders |
| Q2 2023 | 47,140 | $751.9K | 0.1% | +16,089+51.8% | Added | Holders |
| Q1 2023 | 31,051 | $597.7K | 0.1% | +677+2.2% | Added | Holders |
| Q4 2022 | 30,374 | $559.2K | 0.1% | −28,549−48.5% | Reduced | Holders |
| Q3 2022 | 58,923 | $904.0K | 0.2% | +15,852+36.8% | Added | Holders |
| Q2 2022 | 43,071 | $903.0K | 0.2% | −2,180−4.8% | Reduced | Holders |
| Q1 2022 | 45,251 | $1.07M | 0.2% | +15,468+51.9% | Added | Holders |
| Q4 2021 | 29,783 | $733.0K | 0.1% | −40,092−57.4% | Reduced | Holders |
| Q3 2021 | 69,875 | $1.89M | 0.3% | +490+0.7% | Added | Holders |
| Q2 2021 | 69,385 | $2.00M | 0.3% | −89−0.1% | Reduced | Holders |
| Q1 2021 | 69,474 | $2.24M | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.