First Wilshire Securities Management’s Verizon VZ Stock Holding History

First Wilshire Securities Management’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 Q3	–	Sell	-6,054	Closed	-$225K	–	89
2023 Q2	$225K	Sell	6,054 -3,900	-39%	-$144K	0.08%	78
2023 Q1	$387K	Hold	9,954	–	–	0.13%	61
2022 Q4	$392K	Sell	9,954 -379	-4%	-$14.3K	0.14%	60
2022 Q3	$392K	Buy	10,333 +547	+6%	+$24.4K	0.16%	54
2022 Q2	$497K	Buy	9,786 +121	+1%	+$6.12K	0.19%	48
2022 Q1	$492K	Buy	9,665 +3,080	+47%	+$163K	0.17%	47
2021 Q4	$342K	Buy	6,585 +189	+3%	+$9.86K	0.11%	65
2021 Q3	$345K	Buy	6,396 +391	+7%	+$21.6K	0.11%	68
2021 Q2	$336K	Buy	+6,005	New	+$345K	0.12%	63

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Wilshire Securities Management's VZ Position: Q3 2023 in Review

First Wilshire Securities Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,054 shares — an estimated $225K sold.

First Wilshire Securities Management first reported a position in VZ in Q2 2021 and held it in 9 quarters. The position peaked at $497K in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

First Wilshire Securities Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
First Wilshire Securities Management sold 6,054 Verizon shares in Q3 2023, an estimated $225K.
First Wilshire Securities Management first reported a position in Verizon in Q2 2021 and held it in 9 quarters.
First Wilshire Securities Management's Verizon position peaked at $497K in Q2 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on First Wilshire Securities Management's 13F filing for Q3 2023, filed 14 Nov 2023.