Fortis Advisors’s Verizon VZ Stock Holding History

Fortis 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	-2,057	Closed	-$80K	–	257
2023 Q1	$80K	Hold	2,057	–	–	0.05%	139
2022 Q4	$81K	Hold	2,057	–	–	0.06%	132
2022 Q3	$78K	Hold	2,057	–	–	0.06%	135
2022 Q2	$104K	Hold	2,057	–	–	0.07%	122
2022 Q1	$105K	Buy	+2,057	New	+$109K	0.06%	155
2019 Q4	–	Sell	-3,500	Closed	-$211K	–	332
2019 Q3	$211K	Hold	3,500	–	–	0.1%	123
2019 Q2	$200K	Buy	+3,500	New	+$202K	0.1%	118
2018 Q3	–	Sell	-150	Closed	-$8K	–	326
2018 Q2	$8K	Sell	150 -411	-73%	-$19.9K	﹤0.01%	279
2018 Q1	$27K	Buy	561 +411	+274%	+$20.7K	0.01%	197
2017 Q4	$8K	Buy	150 +140	+1,400%	+$6.88K	﹤0.01%	242
2017 Q3	$0	Buy	+10	New	+$471	﹤0.01%	286

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

Fortis Advisors's VZ Position: Q2 2023 in Review

Fortis Advisors sold out of Verizon (VZ) in Q2 2023, closing a stake of 2,057 shares — an estimated $80K sold.

Fortis Advisors first reported a position in VZ in Q3 2017 and held it in 11 quarters. The position peaked at $211K in Q3 2019. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Fortis Advisors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 2,057 Verizon shares in Q2 2023, an estimated $80K.
Fortis Advisors first reported a position in Verizon in Q3 2017 and held it in 11 quarters.
Fortis Advisors's Verizon position peaked at $211K in Q3 2019.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.