Epic Trust Investment Advisors’s Verizon VZ Stock Holding History

Epic Trust 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	-6,566	Closed	-$255K	–	122
2023 Q1	$255K	Buy	+6,566	New	+$259K	0.31%	91

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

Epic Trust Investment Advisors's VZ Position: Q2 2023 in Review

Epic Trust Investment Advisors sold out of Verizon (VZ) in Q2 2023, closing a stake of 6,566 shares — an estimated $255K sold.

Epic Trust Investment Advisors first reported a position in VZ in Q1 2023 and held it in 1 quarter. The position peaked at $255K in Q1 2023. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Epic Trust Investment Advisors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Epic Trust Investment Advisors sold 6,566 Verizon shares in Q2 2023, an estimated $255K.
Epic Trust Investment Advisors first reported a position in Verizon in Q1 2023 and held it in 1 quarter.
Epic Trust Investment Advisors's Verizon position peaked at $255K in Q1 2023.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.