Gateway Advisory’s Verizon VZ Stock Holding History

Gateway Advisory’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	-7,483	Closed	-$278K	–	115
2023 Q2	$278K	Buy	+7,483	New	+$277K	0.06%	74
2022 Q4	–	Sell	-6,897	Closed	-$262K	–	87
2022 Q3	$262K	Buy	6,897 +331	+5%	+$14.7K	0.07%	65
2022 Q2	$333K	Sell	6,566 -97	-1%	-$4.91K	0.14%	44
2022 Q1	$339K	Buy	+6,663	New	+$353K	0.09%	69
2021 Q4	–	Sell	-4,976	Closed	-$269K	–	123
2021 Q3	$269K	Buy	+4,976	New	+$275K	0.06%	91
2019 Q2	–	Sell	-13,645	Closed	-$807K	–	68
2019 Q1	$807K	Sell	13,645 -1,177	-8%	-$66.7K	0.21%	38
2018 Q4	$833K	Buy	+14,822	New	+$841K	0.35%	29
2018 Q3	–	Sell	-4,450	Closed	-$224K	–	77
2018 Q2	$224K	Buy	+4,450	New	+$215K	0.06%	58
2018 Q1	–	Sell	-8,560	Closed	-$453K	–	100
2017 Q4	$453K	Buy	+8,560	New	+$421K	0.13%	56
2017 Q3	–	Sell	-9,478	Closed	-$423K	–	87
2017 Q2	$423K	Sell	9,478 -307	-3%	-$14.3K	0.13%	55
2017 Q1	$479K	Buy	9,785 +1,603	+20%	+$80.4K	0.15%	53
2016 Q4	$437K	Sell	8,182 -262	-3%	-$13.1K	0.15%	38
2016 Q3	$433K	Buy	+8,444	New	+$453K	0.16%	36
2014 Q4	–	Sell	-4,044	Closed	-$202K	–	39
2014 Q3	$202K	Sell	4,044 -200	-5%	-$9.94K	0.09%	36
2014 Q2	$208K	Hold	4,244	–	–	0.1%	39
2014 Q1	$202K	Buy	4,244 +143	+3%	+$6.76K	0.1%	39
2013 Q4	$202K	Buy	+4,101	New	+$202K	0.11%	39

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

Gateway Advisory's VZ Position: Q3 2023 in Review

Gateway Advisory sold out of Verizon (VZ) in Q3 2023, closing a stake of 7,483 shares — an estimated $278K sold.

Gateway Advisory first reported a position in VZ in Q4 2013 and held it in 17 quarters. The position peaked at $833K in Q4 2018. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Gateway Advisory reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Gateway Advisory sold 7,483 Verizon shares in Q3 2023, an estimated $278K.
Gateway Advisory first reported a position in Verizon in Q4 2013 and held it in 17 quarters.
Gateway Advisory's Verizon position peaked at $833K in Q4 2018.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Gateway Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.