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Adirondack Retirement Specialists’s Verizon VZ Stock Holding History

Adirondack Retirement Specialists’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-141
Closed -$5.24K – 131
2023
Q2 		$5.24K Sell
141
-3,915
-97% -$145K ﹤0.01% 70
2023
Q1 		$161K Buy
4,056
+3,915
+2,777% +$154K 0.13% 25
2022
Q4 		$5.55K Hold
141
– – 0.01% 62
2022
Q3 		$5K Buy
+141
New +$6.28K ﹤0.01% 70

Other funds holding VZ

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adirondack Retirement Specialists's VZ Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Verizon (VZ) in Q3 2023, closing a stake of 141 shares — an estimated $5.24K sold.

Adirondack Retirement Specialists first reported a position in VZ in Q3 2022 and held it in 4 quarters. The position peaked at $161K in Q1 2023. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 141 Verizon shares in Q3 2023, an estimated $5.24K.
  • Adirondack Retirement Specialists first reported a position in Verizon in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Verizon position peaked at $161K in Q1 2023.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.