Arbor Trust Wealth Advisors’s Verizon VZ Stock Holding History

Arbor Trust Wealth 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 Q4	–	Sell	-7,444	Closed	-$241K	–	99
2023 Q3	$241K	Sell	7,444 -324	-4%	-$10.9K	0.16%	78
2023 Q2	$289K	Sell	7,768 -1,350	-15%	-$50K	0.18%	76
2023 Q1	$355K	Sell	9,118 -5,920	-39%	-$233K	0.23%	71
2022 Q4	$592K	Buy	15,038 +6,385	+74%	+$241K	0.41%	49
2022 Q3	$329K	Sell	8,653 -271	-3%	-$12.1K	0.25%	71
2022 Q2	$453K	Buy	8,924 +357	+4%	+$18.1K	0.32%	66
2022 Q1	$436K	Sell	8,567 -1,129	-12%	-$59.8K	0.26%	70
2021 Q4	$504K	Buy	9,696 +225	+2%	+$11.7K	0.29%	62
2021 Q3	$512K	Sell	9,471 -414	-4%	-$22.9K	0.32%	59
2021 Q2	$554K	Buy	9,885 +130	+1%	+$7.46K	0.35%	58
2021 Q1	$569K	Sell	9,755 -196	-2%	-$11.1K	0.38%	57
2020 Q4	$585K	Buy	+9,951	New	+$591K	0.42%	52
2020 Q3	–	Sell	-9,792	Closed	-$540K	–	88
2020 Q2	$540K	Sell	9,792 -461	-4%	-$25.9K	0.49%	51
2020 Q1	$551K	Sell	10,253 -46	-0.4%	-$2.63K	0.58%	46
2019 Q4	$632K	Buy	+10,299	New	+$621K	0.54%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arbor Trust Wealth Advisors's VZ Position: Q4 2023 in Review

Arbor Trust Wealth Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 7,444 shares — an estimated $241K sold.

Arbor Trust Wealth Advisors first reported a position in VZ in Q4 2019 and held it in 15 quarters. The position peaked at $632K in Q4 2019. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Arbor Trust Wealth Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 7,444 Verizon shares in Q4 2023, an estimated $241K.
Arbor Trust Wealth Advisors first reported a position in Verizon in Q4 2019 and held it in 15 quarters.
Arbor Trust Wealth Advisors's Verizon position peaked at $632K in Q4 2019.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Arbor Trust Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.