Congress Park Capital’s Verizon VZ Stock Holding History

Congress Park Capital’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	-8,180	Closed	-$318K	–	137
2023 Q1	$318K	Buy	8,180 +50	+0.6%	+$1.97K	0.17%	100
2022 Q4	$320K	Buy	8,130 +1,285	+19%	+$48.4K	0.19%	97
2022 Q3	$260K	Buy	6,845 +1,425	+26%	+$63.5K	0.15%	106
2022 Q2	$275K	Hold	5,420	–	–	0.17%	101
2022 Q1	$276K	Sell	5,420 -1,000	-16%	-$53K	0.14%	121
2021 Q4	$334K	Buy	6,420 +150	+2%	+$7.83K	0.16%	100
2021 Q3	$339K	Buy	6,270 +1,100	+21%	+$60.8K	0.17%	102
2021 Q2	$290K	Hold	5,170	–	–	0.15%	112
2021 Q1	$301K	Buy	+5,170	New	+$292K	0.17%	103

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

Congress Park Capital's VZ Position: Q2 2023 in Review

Congress Park Capital sold out of Verizon (VZ) in Q2 2023, closing a stake of 8,180 shares — an estimated $318K sold.

Congress Park Capital first reported a position in VZ in Q1 2021 and held it in 9 quarters. The position peaked at $339K in Q3 2021. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Congress Park Capital reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Congress Park Capital sold 8,180 Verizon shares in Q2 2023, an estimated $318K.
Congress Park Capital first reported a position in Verizon in Q1 2021 and held it in 9 quarters.
Congress Park Capital's Verizon position peaked at $339K in Q3 2021.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Congress Park Capital's 13F filing for Q2 2023, filed 14 Jul 2023.