Intercontinental Wealth Advisors’s Verizon VZ Stock Holding History

Intercontinental Wealth 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 Q2	$378K	Sell	10,159 -1,317	-11%	-$48.7K	0.09%	222
2023 Q1	$446K	Sell	11,476 -785	-6%	-$31K	0.11%	206
2022 Q4	$483K	Sell	12,261 -477	-4%	-$18K	0.14%	163
2022 Q3	$484K	Buy	12,738 +144	+1%	+$6.41K	0.15%	153
2022 Q2	$639K	Sell	12,594 -4,231	-25%	-$214K	0.17%	121
2022 Q1	$857K	Sell	16,825 -378	-2%	-$20K	0.2%	103
2021 Q4	$894K	Sell	17,203 -298	-2%	-$15.5K	0.19%	108
2021 Q3	$945K	Sell	17,501 -636	-4%	-$35.2K	0.22%	95
2021 Q2	$1.02M	Sell	18,137 -784	-4%	-$45K	0.2%	95
2021 Q1	$1.1M	Buy	18,921 +467	+3%	+$26.4K	0.24%	86
2020 Q4	$1.08M	Sell	18,454 -3,382	-15%	-$201K	0.26%	81
2020 Q3	$1.3M	Sell	21,836 -730	-3%	-$42.4K	0.38%	48
2020 Q2	$1.24M	Sell	22,566 -1,678	-7%	-$94.4K	0.4%	47
2020 Q1	$1.3M	Buy	24,244 +10,792	+80%	+$617K	0.69%	25
2019 Q4	$795K	Sell	13,452 -15,291	-53%	-$922K	0.66%	30
2019 Q3	$1.74M	Buy	28,743 +6	+0%	+$346	1.07%	21
2019 Q2	$1.64M	Sell	28,737 -2,824	-9%	-$163K	0.85%	22
2019 Q1	$1.87M	Sell	31,561 -4,564	-13%	-$258K	0.93%	19
2018 Q4	$2.03M	Sell	36,125 -3,077	-8%	-$175K	1.13%	14
2018 Q3	$2.09M	Sell	39,202 -2,255	-5%	-$119K	1.05%	21
2018 Q2	$2.09M	Sell	41,457 -2,284	-5%	-$111K	1.16%	19
2018 Q1	$2.09M	Sell	43,741 -3,203	-7%	-$161K	1.21%	18
2017 Q4	$2.48M	Sell	46,944 -6,952	-13%	-$342K	1.39%	14
2017 Q3	$2.67M	Sell	53,896 -1,918	-3%	-$90.2K	1.63%	15
2017 Q2	$2.49M	Sell	55,814 -7,637	-12%	-$356K	1.6%	17
2017 Q1	$3.09M	Buy	63,451 +3,458	+6%	+$173K	1.86%	17
2016 Q4	$3.2M	Sell	59,993 -1,702	-3%	-$85.1K	2.07%	15
2016 Q3	$3.21M	Sell	61,695 -1,327	-2%	-$71.2K	2.29%	13
2016 Q2	$3.52M	Sell	63,022 -2,894	-4%	-$150K	2.59%	10
2016 Q1	$3.56M	Sell	65,916 -6,796	-9%	-$340K	2.68%	9
2015 Q4	$3.36M	Buy	+72,712	New	+$3.3M	2.31%	13

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Intercontinental Wealth Advisors's VZ Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Verizon (VZ) stake by 11% in Q2 2023, selling an estimated $48.7K and leaving 10,159 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #222.

Intercontinental Wealth Advisors first reported a position in VZ in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.56M in Q1 2016. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Intercontinental Wealth Advisors held 10,159 shares of Verizon worth $378K as of Q2 2023.
Intercontinental Wealth Advisors sold 1,317 Verizon shares in Q2 2023, an estimated $48.7K.
Verizon made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #222 holding.
Intercontinental Wealth Advisors first reported a position in Verizon in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's Verizon position peaked at $3.56M in Q1 2016.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.