Aire Advisors’s Verizon VZ Stock Holding History

Aire Advisors’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	-6,140	Closed	-$228K	–	147
2023 Q2	$228K	Sell	6,140 -64	-1%	-$2.37K	0.06%	121
2023 Q1	$241K	Sell	6,204 -645	-9%	-$25.4K	0.07%	115
2022 Q4	$268K	Sell	6,849 -5,877	-46%	-$221K	0.08%	111
2022 Q3	$483K	Sell	12,726 -4,507	-26%	-$201K	0.17%	78
2022 Q2	$876K	Sell	17,233 -89	-0.5%	-$4.5K	0.31%	52
2022 Q1	$882K	Buy	17,322 +8,450	+95%	+$448K	0.31%	52
2021 Q4	$460K	Buy	+8,872	New	+$463K	0.2%	61

Other funds holding VZ

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 $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aire Advisors's VZ Position: Q3 2023 in Review

Aire Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,140 shares — an estimated $228K sold.

Aire Advisors first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $882K in Q1 2022. 2,610 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Aire Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Aire Advisors sold 6,140 Verizon shares in Q3 2023, an estimated $228K.
Aire Advisors first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Aire Advisors's Verizon position peaked at $882K in Q1 2022.
2,610 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Aire Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.