IAM Advisory’s Verizon VZ Stock Holding History

IAM Advisory’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 Q1	–	Sell	-23,448	Closed	-$924K	–	100
2022 Q4	$924K	Sell	23,448 -2,985	-11%	-$112K	0.34%	41
2022 Q3	$1M	Buy	26,433 +2,969	+13%	+$132K	0.42%	39
2022 Q2	$1.19M	Buy	23,464 +1,179	+5%	+$59.6K	0.49%	28
2022 Q1	$1.14M	Buy	22,285 +4,126	+23%	+$219K	0.46%	34
2021 Q4	$978K	Buy	18,159 +2,015	+12%	+$105K	0.39%	41
2021 Q3	$842K	Buy	+16,144	New	+$893K	0.36%	48
2021 Q2	–	Sell	-14,909	Closed	-$864K	–	103
2021 Q1	$864K	Buy	14,909 +447	+3%	+$25.2K	0.38%	42
2020 Q4	$792K	Buy	+14,462	New	+$859K	0.4%	39

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IAM Advisory's VZ Position: Q1 2023 in Review

IAM Advisory sold out of Verizon (VZ) in Q1 2023, closing a stake of 23,448 shares — an estimated $924K sold.

IAM Advisory first reported a position in VZ in Q4 2020 and held it in 8 quarters. The position peaked at $1.19M in Q2 2022. 2,831 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

IAM Advisory reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 23,448 Verizon shares in Q1 2023, an estimated $924K.
IAM Advisory first reported a position in Verizon in Q4 2020 and held it in 8 quarters.
IAM Advisory's Verizon position peaked at $1.19M in Q2 2022.
2,831 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.