Cascadia Advisory Services’s Verizon VZ Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$911K	Sell	16,872 -11,714	-41%	-$648K	0.18%	126
2021 Q2	$1.6M	Buy	28,586 +5,752	+25%	+$330K	0.35%	98
2021 Q1	$1.33M	Buy	+22,834	New	+$1.29M	0.29%	104
2020 Q3	$1.19M	Buy	20,011 +1,921	+11%	+$112K	0.33%	89
2020 Q2	$997K	Buy	+18,090	New	+$1.02M	0.31%	93

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascadia Advisory Services's VZ Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Verizon (VZ) stake by 41% in Q3 2021, selling an estimated $648K and leaving 16,872 shares worth $911K. The position accounts for 0.18% of the portfolio, ranked #126.

Cascadia Advisory Services first reported a position in VZ in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.6M in Q2 2021. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Cascadia Advisory Services held 16,872 shares of Verizon worth $911K as of Q3 2021.
Cascadia Advisory Services sold 11,714 Verizon shares in Q3 2021, an estimated $648K.
Verizon made up 0.18% of Cascadia Advisory Services's portfolio in Q3 2021, its #126 holding.
Cascadia Advisory Services first reported a position in Verizon in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's Verizon position peaked at $1.6M in Q2 2021.
2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.