Aries Wealth Management’s AT&T T Stock Holding History

Aries Wealth 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	-11,593	Closed	-$223K	–	204
2023 Q1	$223K	Hold	11,593	–	–	0.09%	175
2022 Q4	$213K	Sell	11,593 -307	-3%	-$5.5K	0.09%	174
2022 Q3	$217K	Sell	11,900 -654	-5%	-$11.9K	0.1%	167
2022 Q2	$263K	Buy	+12,554	New	+$250K	0.12%	137
2022 Q1	–	Sell	-17,204	Closed	-$320K	–	201
2021 Q4	$320K	Sell	17,204 -1,705	-9%	-$31.9K	0.12%	142
2021 Q3	$386K	Sell	18,909 -102	-0.5%	-$2.14K	0.16%	126
2021 Q2	$413K	Hold	19,011	–	–	0.18%	117
2021 Q1	$427K	Sell	19,011 -2,239	-11%	-$49.5K	0.19%	106
2020 Q4	$466K	Sell	21,250 -2,746	-11%	-$59.2K	0.23%	97
2020 Q3	$517K	Sell	23,996 -1,192	-5%	-$26.6K	0.29%	81
2020 Q2	$575K	Sell	25,188 -2,071	-8%	-$47.2K	0.35%	70
2020 Q1	$592K	Sell	27,259 -132	-0.5%	-$3.61K	0.45%	59
2019 Q4	$809K	Hold	27,391	–	–	0.49%	57
2019 Q3	$777K	Sell	27,391 -124	-0.5%	-$3.29K	0.52%	53
2019 Q2	$713K	Hold	27,515	–	–	0.5%	54
2019 Q1	$652K	Buy	27,515 +11,337	+70%	+$261K	0.49%	56
2018 Q4	$349K	Sell	16,178 -1,434	-8%	-$33.4K	0.37%	73
2018 Q3	$447K	Hold	17,612	–	–	0.4%	68
2018 Q2	$425K	Hold	17,612	–	–	0.39%	71
2018 Q1	$476K	Sell	17,612 -675	-4%	-$18.8K	0.46%	66
2017 Q4	$514K	Buy	+18,287	New	+$499K	0.47%	66

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Aries Wealth Management's T Position: Q2 2023 in Review

Aries Wealth Management sold out of AT&T (T) in Q2 2023, closing a stake of 11,593 shares — an estimated $223K sold.

Aries Wealth Management first reported a position in T in Q4 2017 and held it in 21 quarters. The position peaked at $809K in Q4 2019. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.

Aries Wealth Management reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
Aries Wealth Management sold 11,593 AT&T shares in Q2 2023, an estimated $223K.
Aries Wealth Management first reported a position in AT&T in Q4 2017 and held it in 21 quarters.
Aries Wealth Management's AT&T position peaked at $809K in Q4 2019.
2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.

Based on Aries Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.