AFT Forsyth & Company’s Verizon VZ Stock Holding History

AFT Forsyth & Company’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 Q1	–	Sell	-5,083	Closed	-$200K	–	139
2022 Q4	$200K	Buy	+5,083	New	+$192K	0.17%	133
2022 Q3	–	Sell	-5,078	Closed	-$258K	–	138
2022 Q2	$258K	Buy	5,078 +1	+0%	+$51	0.21%	119
2022 Q1	$259K	Sell	5,077 -373	-7%	-$19.8K	0.17%	129
2021 Q4	$283K	Sell	5,450 -309	-5%	-$16.1K	0.15%	129
2021 Q3	$311K	Sell	5,759 -375	-6%	-$20.7K	0.17%	127
2021 Q2	$344K	Sell	6,134 -1,225	-17%	-$70.3K	0.18%	127
2021 Q1	$428K	Hold	7,359	–	–	0.26%	115
2020 Q4	$432K	Sell	7,359 -325	-4%	-$19.3K	0.27%	110
2020 Q3	$457K	Sell	7,684 -800	-9%	-$46.5K	0.34%	88
2020 Q2	$468K	Hold	8,484	–	–	0.39%	78
2020 Q1	$456K	Sell	8,484 -1,325	-14%	-$75.8K	0.46%	74
2019 Q4	$602K	Hold	9,809	–	–	0.46%	73
2019 Q3	$592K	Buy	9,809 +1,550	+19%	+$89.3K	0.49%	70
2019 Q2	$472K	Hold	8,259	–	–	0.39%	86
2019 Q1	$488K	Buy	8,259 +350	+4%	+$19.8K	0.42%	86
2018 Q4	$445K	Sell	7,909 -20	-0.3%	-$1.14K	0.44%	82
2018 Q3	$423K	Hold	7,929	–	–	0.35%	98
2018 Q2	$399K	Buy	7,929 +37	+0.5%	+$1.79K	0.35%	99
2018 Q1	$377K	Sell	7,892 -1,206	-13%	-$60.6K	0.35%	97
2017 Q4	$482K	Buy	+9,098	New	+$447K	0.47%	74
2013 Q3	$244K	Buy	5,238 +1,000	+24%	+$48.8K	0.32%	95
2013 Q2	$213K	Buy	+4,238	New	+$216K	0.3%	89

Other funds holding VZ

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AFT Forsyth & Company's VZ Position: Q1 2023 in Review

AFT Forsyth & Company sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,083 shares — an estimated $200K sold.

AFT Forsyth & Company first reported a position in VZ in Q2 2013 and held it in 22 quarters. The position peaked at $602K in Q4 2019. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

AFT Forsyth & Company reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
AFT Forsyth & Company sold 5,083 Verizon shares in Q1 2023, an estimated $200K.
AFT Forsyth & Company first reported a position in Verizon in Q2 2013 and held it in 22 quarters.
AFT Forsyth & Company's Verizon position peaked at $602K in Q4 2019.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on AFT Forsyth & Company's 13F filing for Q1 2023, filed 2 May 2023.