Glassy Mountain Advisors’s Verizon VZ Stock Holding History

Glassy Mountain 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 Q4	–	Sell	-32,021	Closed	-$1.02M	–	58
2023 Q3	$1.02M	Sell	32,021 -9,617	-23%	-$325K	0.48%	42
2023 Q2	$1.55M	Buy	+41,638	New	+$1.54M	0.69%	39
2023 Q1	–	Sell	-44,057	Closed	-$1.74M	–	220
2022 Q4	$1.74M	Buy	+44,057	New	+$1.66M	0.96%	36
2022 Q2	$1.99M	Buy	39,160 +516	+1%	+$26.1K	1.19%	34
2022 Q1	$1.97M	Buy	38,644 +3,810	+11%	+$202K	1.01%	36
2021 Q4	$1.81M	Buy	+34,834	New	+$1.82M	0.93%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Glassy Mountain Advisors's VZ Position: Q4 2023 in Review

Glassy Mountain Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 32,021 shares — an estimated $1.02M sold.

Glassy Mountain Advisors first reported a position in VZ in Q4 2021 and held it in 6 quarters. The position peaked at $1.99M in Q2 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Glassy Mountain Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Glassy Mountain Advisors sold 32,021 Verizon shares in Q4 2023, an estimated $1.02M.
Glassy Mountain Advisors first reported a position in Verizon in Q4 2021 and held it in 6 quarters.
Glassy Mountain Advisors's Verizon position peaked at $1.99M in Q2 2022.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Glassy Mountain Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.