First National Bank of South Miami’s Verizon VZ Stock Holding History

First National Bank of South Miami’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	$682K	Sell	18,336 -531	-3%	-$19.7K	0.55%	55
2023 Q1	$734K	Buy	18,867 +167	+0.9%	+$6.59K	0.58%	49
2022 Q4	$737K	Hold	18,700	–	–	0.55%	55
2022 Q3	$710K	Buy	18,700 +182	+1%	+$8.11K	0.55%	51
2022 Q2	$940K	Buy	18,518 +315	+2%	+$15.9K	0.64%	39
2022 Q1	$927K	Sell	18,203 -101	-0.6%	-$5.35K	0.56%	47
2021 Q4	$951K	Buy	18,304 +109	+0.6%	+$5.69K	0.58%	45
2021 Q3	$983K	Buy	18,195 +373	+2%	+$20.6K	0.66%	37
2021 Q2	$999K	Sell	17,822 -2	-0%	-$115	0.68%	33
2021 Q1	$1.04M	Buy	17,824 +174	+1%	+$9.82K	0.79%	29
2020 Q4	$1.04M	Sell	17,650 -20,803	-54%	-$1.24M	0.89%	27
2020 Q3	$2.2M	Buy	38,453 +17,918	+87%	+$1.04M	2.09%	9
2020 Q2	$1.13M	Sell	20,535 -447	-2%	-$25.1K	1.22%	20
2020 Q1	$1.13M	Sell	20,982 -137	-0.6%	-$7.84K	1.42%	15
2019 Q4	$1.3M	Sell	21,119 -3,114	-13%	-$188K	1.28%	16
2019 Q3	$1.41M	Hold	24,233	–	–	1.35%	15
2019 Q2	$1.34M	Sell	24,233 -260	-1%	-$15K	1.25%	16
2019 Q1	$1.45M	Sell	24,493 -279	-1%	-$15.8K	1.38%	14
2018 Q4	$1.36M	Buy	+24,772	New	+$1.41M	1.33%	14

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

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 National Bank of South Miami's VZ Position: Q2 2023 in Review

First National Bank of South Miami reduced its Verizon (VZ) stake by 2.8% in Q2 2023, selling an estimated $19.7K and leaving 18,336 shares worth $682K. The position accounts for 0.55% of the portfolio, ranked #55.

First National Bank of South Miami first reported a position in VZ in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.2M in Q3 2020. 2,765 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

First National Bank of South Miami held 18,336 shares of Verizon worth $682K as of Q2 2023.
First National Bank of South Miami sold 531 Verizon shares in Q2 2023, an estimated $19.7K.
Verizon made up 0.55% of First National Bank of South Miami's portfolio in Q2 2023, its #55 holding.
First National Bank of South Miami first reported a position in Verizon in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Verizon position peaked at $2.2M in Q3 2020.
2,765 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.