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HTLF Bank’s Verizon VZ Stock Holding History

HTLF Bank’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
2024
Q4 		$473K Sell
11,840
-137
-1% -$5.78K 0.05% 134
2024
Q3 		$538K Sell
11,977
-628
-5% -$26.2K 0.06% 131
2024
Q2 		$520K Sell
12,605
-906
-7% -$36.5K 0.06% 136
2024
Q1 		$567K Sell
13,511
-7,140
-35% -$288K 0.07% 134
2023
Q4 		$779K Buy
+20,651
New +$731K 0.09% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HTLF Bank's VZ Position: Q4 2024 in Review

HTLF Bank reduced its Verizon (VZ) stake by 1.1% in Q4 2024, selling an estimated $5.78K and leaving 11,840 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #134.

HTLF Bank first reported a position in VZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $779K in Q4 2023. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • HTLF Bank held 11,840 shares of Verizon worth $473K as of Q4 2024.
  • HTLF Bank sold 137 Verizon shares in Q4 2024, an estimated $5.78K.
  • Verizon made up 0.05% of HTLF Bank's portfolio in Q4 2024, its #134 holding.
  • HTLF Bank first reported a position in Verizon in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Verizon position peaked at $779K in Q4 2023.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.