First Capital Advisors Group’s Verizon VZ Stock Holding History

First Capital Advisors Group’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	$325K	Sell	8,738 -268	-3%	-$9.92K	0.17%	99
2023 Q1	$350K	Sell	9,006 -1,694	-16%	-$66.8K	0.23%	95
2022 Q4	$422K	Sell	10,700 -2,162	-17%	-$81.5K	0.29%	86
2022 Q3	$488K	Buy	12,862 +1,963	+18%	+$87.4K	0.41%	68
2022 Q2	$553K	Buy	10,899 +10	+0.1%	+$506	0.38%	67
2022 Q1	$555K	Sell	10,889 -966	-8%	-$51.2K	0.36%	52
2021 Q4	$616K	Buy	+11,855	New	+$619K	0.34%	52
2018 Q4	$734K	Buy	13,055 +423	+3%	+$24K	0.55%	44
2018 Q3	$674K	Buy	12,632 +91	+0.7%	+$4.82K	0.41%	54
2018 Q2	$631K	Sell	12,541 -316	-2%	-$15.3K	0.42%	53
2018 Q1	$615K	Sell	12,857 -263	-2%	-$13.2K	0.36%	58
2017 Q4	$694K	Buy	13,120 +364	+3%	+$17.9K	0.44%	55
2017 Q3	$631K	Sell	12,756 -1,023	-7%	-$48.1K	0.43%	63
2017 Q2	$615K	Sell	13,779 -1,209	-8%	-$56.3K	0.42%	77
2017 Q1	$731K	Buy	14,988 +1,450	+11%	+$72.7K	0.55%	58
2016 Q4	$723K	Buy	+13,538	New	+$677K	0.67%	34

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

First Capital Advisors Group's VZ Position: Q2 2023 in Review

First Capital Advisors Group reduced its Verizon (VZ) stake by 3% in Q2 2023, selling an estimated $9.92K and leaving 8,738 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #99.

First Capital Advisors Group first reported a position in VZ in Q4 2016 and has held it in 16 quarters since. The position peaked at $734K in Q4 2018. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

First Capital Advisors Group held 8,738 shares of Verizon worth $325K as of Q2 2023.
First Capital Advisors Group sold 268 Verizon shares in Q2 2023, an estimated $9.92K.
Verizon made up 0.17% of First Capital Advisors Group's portfolio in Q2 2023, its #99 holding.
First Capital Advisors Group first reported a position in Verizon in Q4 2016 and has held it in 16 quarters since.
First Capital Advisors Group's Verizon position peaked at $734K in Q4 2018.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.