Guerra Pan Advisors’s Verizon VZ Stock Holding History

Guerra Pan 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 Q3	–	Sell	-7,625	Closed	-$284K	–	102
2023 Q2	$284K	Sell	7,625 -2,133	-22%	-$78.9K	0.31%	73
2023 Q1	$379K	Buy	9,758 +610	+7%	+$24.1K	0.48%	57
2022 Q4	$360K	Sell	9,148 -1,214	-12%	-$45.7K	0.49%	57
2022 Q3	$382K	Sell	10,362 -100	-1%	-$4.45K	0.56%	56
2022 Q2	$483K	Hold	10,462	–	–	0.6%	55
2022 Q1	$507K	Hold	10,462	–	–	0.61%	54
2021 Q4	$544K	Buy	+10,462	New	+$546K	0.54%	57

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

Guerra Pan Advisors's VZ Position: Q3 2023 in Review

Guerra Pan Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 7,625 shares — an estimated $284K sold.

Guerra Pan Advisors first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $544K in Q4 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Guerra Pan Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Guerra Pan Advisors sold 7,625 Verizon shares in Q3 2023, an estimated $284K.
Guerra Pan Advisors first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Guerra Pan Advisors's Verizon position peaked at $544K in Q4 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Guerra Pan Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.