Arcadia Investment Advisors’s Verizon VZ Stock Holding History

Arcadia Investment 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
2024 Q1	–	Sell	-406	Closed	-$15.3K	–	81
2023 Q4	$15.3K	Buy	+406	New	+$14.4K	0.01%	66
2023 Q3	–	Sell	-3	Closed	-$112	–	88
2023 Q2	$112	Buy	+3	New	+$111	﹤0.01%	88
2021 Q3	–	Sell	-41	Closed	-$2.3K	–	235
2021 Q2	$2.3K	Buy	+41	New	+$2.35K	﹤0.01%	117

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Arcadia Investment Advisors's VZ Position: Q1 2024 in Review

Arcadia Investment Advisors sold out of Verizon (VZ) in Q1 2024, closing a stake of 406 shares — an estimated $15.3K sold.

Arcadia Investment Advisors first reported a position in VZ in Q2 2021 and held it in 3 quarters. The position peaked at $15.3K in Q4 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Arcadia Investment Advisors reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Arcadia Investment Advisors sold 406 Verizon shares in Q1 2024, an estimated $15.3K.
Arcadia Investment Advisors first reported a position in Verizon in Q2 2021 and held it in 3 quarters.
Arcadia Investment Advisors's Verizon position peaked at $15.3K in Q4 2023.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Arcadia Investment Advisors's 13F filing for Q1 2024, filed 19 Dec 2024.