Cardiff Park Advisors’s Verizon VZ Stock Holding History

Cardiff Park 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	-5,864	Closed	-$218K	–	331
2023 Q2	$218K	Buy	5,864 +1	+0%	+$37	0.03%	221
2023 Q1	$228K	Buy	5,863 +1	+0%	+$39	0.03%	213
2022 Q4	$231K	Buy	5,862 +568	+11%	+$21.4K	0.03%	217
2022 Q3	$201K	Sell	5,294 -5,334	-50%	-$238K	0.03%	227
2022 Q2	$539K	Buy	10,628 +491	+5%	+$24.8K	0.08%	133
2022 Q1	$516K	Buy	10,137 +157	+2%	+$8.32K	0.07%	139
2021 Q4	$519K	Buy	+9,980	New	+$521K	0.07%	136

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Cardiff Park Advisors's VZ Position: Q3 2023 in Review

Cardiff Park Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,864 shares — an estimated $218K sold.

Cardiff Park Advisors first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $539K in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Cardiff Park Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Cardiff Park Advisors sold 5,864 Verizon shares in Q3 2023, an estimated $218K.
Cardiff Park Advisors first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Cardiff Park Advisors's Verizon position peaked at $539K in Q2 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Cardiff Park Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.