AIP
VZ icon

Ahrens Investment Partners’s Verizon VZ Stock Holding History

Ahrens Investment Partners’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 		$278K Sell
7,148
-203
-3% -$8.01K 0.14% 113
2022
Q4 		$290K Sell
7,351
-787
-10% -$29.7K 0.13% 121
2022
Q3 		$309K Sell
8,138
-6,212
-43% -$277K 0.16% 108
2022
Q2 		$728K Sell
14,350
-73,737
-84% -$3.73M 0.32% 69
2022
Q1 		$4.49M Buy
88,087
+72,273
+457% +$3.83M 1.42% 21
2021
Q4 		$822K Sell
15,814
-7,198
-31% -$376K 0.36% 63
2021
Q3 		$1.24M Sell
23,012
-848
-4% -$46.9K 0.59% 44
2021
Q2 		$1.34M Sell
23,860
-49
-0.2% -$2.81K 0.62% 41
2021
Q1 		$1.39M Sell
23,909
-944
-4% -$53.3K 0.7% 40
2020
Q4 		$1.46M Sell
24,853
-2,642
-10% -$157K 0.78% 35
2020
Q3 		$1.64M Sell
27,495
-4,035
-13% -$234K 1.09% 22
2020
Q2 		$1.74M Buy
31,530
+3,444
+12% +$194K 1.06% 23
2020
Q1 		$1.51M Buy
28,086
+1,141
+4% +$65.3K 1.08% 29
2019
Q4 		$1.65M Buy
26,945
+532
+2% +$32.1K 0.69% 35
2019
Q3 		$1.59M Sell
26,413
-664
-2% -$38.2K 0.7% 37
2019
Q2 		$1.55M Buy
27,077
+113
+0.4% +$6.51K 0.7% 35
2019
Q1 		$1.59M Sell
26,964
-1,928
-7% -$109K 0.73% 34
2018
Q4 		$1.62M Buy
28,892
+2,509
+10% +$142K 0.76% 34
2018
Q3 		$1.41M Buy
26,383
+6,997
+36% +$370K 0.53% 50
2018
Q2 		$975K Buy
19,386
+10,637
+122% +$515K 0.41% 56
2018
Q1 		$418K Sell
8,749
-90
-1% -$4.52K 0.18% 83
2017
Q4 		$468K Sell
8,839
-530
-6% -$26.1K 0.19% 81
2017
Q3 		$464K Buy
9,369
+295
+3% +$13.9K 0.2% 75
2017
Q2 		$405K Sell
9,074
-1,945
-18% -$90.6K 0.17% 82
2017
Q1 		$537K Sell
11,019
-173
-2% -$8.68K 0.26% 66
2016
Q4 		$597K Buy
+11,192
New +$559K 0.31% 59

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's VZ Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Verizon (VZ) stake by 2.8% in Q1 2023, selling an estimated $8.01K and leaving 7,148 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #113.

Ahrens Investment Partners first reported a position in VZ in Q4 2016 and has held it in 26 quarters since. The position peaked at $4.49M in Q1 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Ahrens Investment Partners held 7,148 shares of Verizon worth $278K as of Q1 2023.
  • Ahrens Investment Partners sold 203 Verizon shares in Q1 2023, an estimated $8.01K.
  • Verizon made up 0.14% of Ahrens Investment Partners's portfolio in Q1 2023, its #113 holding.
  • Ahrens Investment Partners first reported a position in Verizon in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Verizon position peaked at $4.49M in Q1 2022.
  • 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.