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BDO Wealth Advisors’s Verizon VZ Stock Holding History

BDO 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
Q2 		$2.17M Sell
58,271
-1,830
-3% -$67.7K 0.25% 86
2023
Q1 		$2.34M Sell
60,101
-5,111
-8% -$202K 0.29% 74
2022
Q4 		$2.57M Sell
65,212
-2,356
-3% -$88.8K 0.32% 68
2022
Q3 		$2.57M Buy
67,568
+11,198
+20% +$499K 0.34% 64
2022
Q2 		$2.86M Buy
56,370
+2,081
+4% +$105K 0.35% 57
2022
Q1 		$2.77M Buy
54,289
+5,700
+12% +$302K 0.3% 68
2021
Q4 		$2.52M Sell
48,589
-5,689
-10% -$297K 0.27% 71
2021
Q3 		$2.93M Buy
54,278
+215
+0.4% +$11.9K 0.32% 56
2021
Q2 		$3.03M Buy
54,063
+4,001
+8% +$230K 0.34% 53
2021
Q1 		$2.91M Buy
50,062
+16,036
+47% +$905K 0.34% 53
2020
Q4 		$2M Buy
34,026
+100
+0.3% +$5.94K 0.28% 66
2020
Q3 		$2.02M Buy
33,926
+1,508
+5% +$87.6K 0.33% 61
2020
Q2 		$1.79M Buy
32,418
+1,520
+5% +$85.5K 0.31% 64
2020
Q1 		$1.66M Buy
30,898
+10,709
+53% +$613K 0.34% 61
2019
Q4 		$1.24M Sell
20,189
-1,135
-5% -$68.5K 0.32% 65
2019
Q3 		$1.29M Buy
21,324
+1,063
+5% +$61.2K 0.33% 60
2019
Q2 		$1.16M Buy
20,261
+1,265
+7% +$72.9K 0.32% 66
2019
Q1 		$1.12M Buy
18,996
+1,358
+8% +$76.9K 0.33% 63
2018
Q4 		$992K Buy
17,638
+2,353
+15% +$134K 0.34% 65
2018
Q3 		$816K Buy
15,285
+2,141
+16% +$113K 0.26% 73
2018
Q2 		$661K Buy
13,144
+1,525
+13% +$73.8K 0.23% 85
2018
Q1 		$556K Sell
11,619
-625
-5% -$31.4K 0.21% 81
2017
Q4 		$648K Buy
12,244
+754
+7% +$37.1K 0.29% 64
2017
Q3 		$569K Buy
11,490
+1,110
+11% +$52.2K 0.28% 62
2017
Q2 		$464K Buy
+10,380
New +$484K 0.2% 83

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BDO Wealth Advisors's VZ Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Verizon (VZ) stake by 3% in Q2 2023, selling an estimated $67.7K and leaving 58,271 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #86.

BDO Wealth Advisors first reported a position in VZ in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.03M in Q2 2021. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

  • BDO Wealth Advisors held 58,271 shares of Verizon worth $2.17M as of Q2 2023.
  • BDO Wealth Advisors sold 1,830 Verizon shares in Q2 2023, an estimated $67.7K.
  • Verizon made up 0.25% of BDO Wealth Advisors's portfolio in Q2 2023, its #86 holding.
  • BDO Wealth Advisors first reported a position in Verizon in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Verizon position peaked at $3.03M in Q2 2021.
  • 2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.