Industrial Alliance Investment Management’s Verizon VZ Stock Holding History

Industrial Alliance Investment 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
2023 Q3	–	Sell	-9,363	Closed	-$348K	–	163
2023 Q2	$348K	Sell	9,363 -246,431	-96%	-$9.12M	0.18%	49
2023 Q1	$9.95M	Sell	255,794 -90,754	-26%	-$3.58M	0.28%	77
2022 Q4	$13.7M	Sell	346,548 -5,577	-2%	-$210K	0.38%	62
2022 Q3	$13.4M	Sell	352,125 -141,681	-29%	-$6.31M	0.39%	67
2022 Q2	$25.1M	Sell	493,806 -26,165	-5%	-$1.32M	0.72%	33
2022 Q1	$26.5M	Buy	519,971 +237,365	+84%	+$12.6M	0.63%	38
2021 Q4	$14.7M	Buy	+282,606	New	+$14.7M	0.34%	68

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 $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

Industrial Alliance Investment Management's VZ Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 9,363 shares — an estimated $348K sold.

Industrial Alliance Investment Management first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $26.5M in Q1 2022. 2,609 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 9,363 Verizon shares in Q3 2023, an estimated $348K.
Industrial Alliance Investment Management first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Verizon position peaked at $26.5M in Q1 2022.
2,609 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.