ICA Group Wealth Management’s Verizon VZ Stock Holding History

ICA Group Wealth Management’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 Q2	$539K	Sell	13,068 -20,384	-61%	-$822K	0.32%	47
2024 Q1	$1.4M	Buy	33,452 +3,886	+13%	+$157K	0.28%	72
2023 Q4	$1.11M	Buy	29,566 +1,241	+4%	+$43.9K	0.25%	80
2023 Q3	$917K	Sell	28,325 -848	-3%	-$28.7K	0.26%	81
2023 Q2	$1.08M	Sell	29,173 -12,512	-30%	-$463K	0.27%	76
2023 Q1	$1.62M	Buy	41,685 +3,527	+9%	+$139K	0.39%	58
2022 Q4	$1.51M	Sell	38,158 -41,523	-52%	-$1.56M	0.35%	70
2022 Q3	$3.02M	Buy	79,681 +1,422	+2%	+$63.3K	0.64%	32
2022 Q2	$3.48M	Sell	78,259 -1,331	-2%	-$67.3K	0.65%	34
2022 Q1	$4.08M	Buy	+79,590	New	+$4.22M	0.78%	29

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's VZ Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Verizon (VZ) stake by 61% in Q2 2024, selling an estimated $822K and leaving 13,068 shares worth $539K. The position accounts for 0.32% of the portfolio, ranked #47.

ICA Group Wealth Management first reported a position in VZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.08M in Q1 2022. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

ICA Group Wealth Management held 13,068 shares of Verizon worth $539K as of Q2 2024.
ICA Group Wealth Management sold 20,384 Verizon shares in Q2 2024, an estimated $822K.
Verizon made up 0.32% of ICA Group Wealth Management's portfolio in Q2 2024, its #47 holding.
ICA Group Wealth Management first reported a position in Verizon in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Verizon position peaked at $4.08M in Q1 2022.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.