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HFG Advisors’s Verizon VZ Stock Holding History

HFG 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
-6,195
Closed -$230K – 102
2023
Q2 		$230K Buy
6,195
+174
+3% +$6.44K 0.24% 78
2023
Q1 		$234K Hold
6,021
– – 0.27% 72
2022
Q4 		$237K Sell
6,021
-315
-5% -$11.9K 0.28% 77
2022
Q3 		$241K Buy
6,336
+1,054
+20% +$46.9K 0.33% 63
2022
Q2 		$268K Buy
5,282
+1,000
+23% +$50.6K 0.36% 62
2022
Q1 		$218K Buy
+4,282
New +$227K 0.25% 80

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HFG Advisors's VZ Position: Q3 2023 in Review

HFG Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,195 shares — an estimated $230K sold.

HFG Advisors first reported a position in VZ in Q1 2022 and held it in 6 quarters. The position peaked at $268K in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • HFG Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • HFG Advisors sold 6,195 Verizon shares in Q3 2023, an estimated $230K.
  • HFG Advisors first reported a position in Verizon in Q1 2022 and held it in 6 quarters.
  • HFG Advisors's Verizon position peaked at $268K in Q2 2022.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on HFG Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.