Cascade Investment Advisors’s Verizon VZ Stock Holding History

Cascade 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
2023 Q2	–	Sell	-831	Closed	-$32.3K	–	238
2023 Q1	$32.3K	Buy	+831	New	+$32.8K	0.03%	163
2022 Q3	–	Sell	-831	Closed	-$42.2K	–	231
2022 Q2	$42.2K	Hold	831	–	–	0.03%	158
2022 Q1	$42.3K	Hold	831	–	–	0.03%	173
2021 Q4	$43.2K	Sell	831 -52	-6%	-$2.71K	0.03%	173
2021 Q3	$47.7K	Hold	883	–	–	0.03%	160
2021 Q2	$49.5K	Sell	883 -10	-1%	-$574	0.03%	161
2021 Q1	$51.9K	Buy	893 +10	+1%	+$564	0.03%	158
2020 Q4	$51.9K	Hold	883	–	–	0.04%	157
2020 Q3	$52.5K	Hold	883	–	–	0.04%	147
2020 Q2	$48.7K	Hold	883	–	–	0.05%	142
2020 Q1	$47.4K	Hold	883	–	–	0.05%	137
2019 Q4	$54.2K	Sell	883 -50	-5%	-$3.02K	0.04%	147
2019 Q3	$56.3K	Buy	933 +50	+6%	+$2.88K	0.04%	141
2019 Q2	$50.5K	Hold	883	–	–	0.04%	138
2019 Q1	$52.2K	Sell	883 -150	-15%	-$8.49K	0.05%	131
2018 Q4	$58.1K	Buy	1,033 +183	+22%	+$10.4K	0.06%	126
2018 Q3	$45.4K	Sell	850 -300	-26%	-$15.9K	0.04%	132
2018 Q2	$57.9K	Sell	1,150 -521	-31%	-$25.2K	0.05%	122
2018 Q1	$79.9K	Sell	1,671 -26,407	-94%	-$1.33M	0.06%	114
2017 Q4	$1.49M	Sell	28,078 -454	-2%	-$22.3K	1.18%	30
2017 Q3	$1.41M	Buy	28,532 +1,350	+5%	+$63.5K	1.18%	33
2017 Q2	$1.21M	Sell	27,182 -6,763	-20%	-$315K	1.03%	45
2017 Q1	$1.65M	Buy	33,945 +125	+0.4%	+$6.27K	1.45%	23
2016 Q4	$1.81M	Buy	+33,820	New	+$1.69M	1.54%	19
2016 Q2	$1.86M	Buy	+33,320	New	+$1.73M	1.79%	10

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Cascade Investment Advisors's VZ Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Verizon (VZ) in Q2 2023, closing a stake of 831 shares — an estimated $32.3K sold.

Cascade Investment Advisors first reported a position in VZ in Q2 2016 and held it in 25 quarters. The position peaked at $1.86M in Q2 2016. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Cascade Investment Advisors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 831 Verizon shares in Q2 2023, an estimated $32.3K.
Cascade Investment Advisors first reported a position in Verizon in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's Verizon position peaked at $1.86M in Q2 2016.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.