Hall Private Wealth Advisors’s Verizon VZ Stock Holding History

Hall Private Wealth 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	$2.65M	Sell	81,652 -43,334	-35%	-$1.46M	1.78%	15
2023 Q2	$4.65M	Sell	124,986 -5,767	-4%	-$213K	2.51%	15
2023 Q1	$5.08M	Sell	130,753 -5,171	-4%	-$204K	2.65%	16
2022 Q4	$5.36M	Sell	135,924 -72,864	-35%	-$2.75M	3.05%	14
2022 Q3	$7.93M	Buy	208,788 +9,541	+5%	+$425K	4.57%	10
2022 Q2	$10.1M	Buy	199,247 +11,838	+6%	+$599K	5.68%	6
2022 Q1	$9.55M	Buy	187,409 +48,633	+35%	+$2.58M	5.1%	7
2021 Q4	$7.21M	Sell	138,776 -8,516	-6%	-$444K	4.48%	9
2021 Q3	$7.96M	Buy	147,292 +113,994	+342%	+$6.31M	5.07%	6
2021 Q2	$1.87M	Buy	+33,298	New	+$1.91M	1.21%	23
2020 Q4	$1.7M	Buy	+28,880	New	+$1.72M	1.4%	20

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

Hall Private Wealth Advisors's VZ Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Verizon (VZ) stake by 35% in Q3 2023, selling an estimated $1.46M and leaving 81,652 shares worth $2.65M. The position accounts for 1.78% of the portfolio, ranked #15.

Hall Private Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $10.1M in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Hall Private Wealth Advisors held 81,652 shares of Verizon worth $2.65M as of Q3 2023.
Hall Private Wealth Advisors sold 43,334 Verizon shares in Q3 2023, an estimated $1.46M.
Verizon made up 1.78% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #15 holding.
Hall Private Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Verizon position peaked at $10.1M in Q2 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.