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InTrack Investment Management’s Verizon VZ Stock Holding History

InTrack 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
-17,743
Closed -$660K – 145
2023
Q2 		$660K Buy
17,743
+5,479
+45% +$203K 0.54% 68
2023
Q1 		$486K Buy
12,264
+3,615
+42% +$143K 0.45% 76
2022
Q4 		$341K Sell
8,649
-4,684
-35% -$176K 0.34% 83
2022
Q3 		$506K Buy
13,333
+3,134
+31% +$140K 0.56% 62
2022
Q2 		$518K Sell
10,199
-5,205
-34% -$263K 0.53% 63
2022
Q1 		$785K Sell
15,404
-920
-6% -$48.7K 0.64% 57
2021
Q4 		$848K Sell
16,324
-42
-0.3% -$2.19K 0.59% 66
2021
Q3 		$867K Buy
16,366
+142
+0.9% +$7.86K 0.63% 60
2021
Q2 		$915K Sell
16,224
-748
-4% -$42.9K 0.72% 51
2021
Q1 		$987K Sell
16,972
-7,012
-29% -$396K 0.91% 43
2020
Q4 		$1.41M Buy
+23,984
New +$1.42M 1.41% 29

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InTrack Investment Management's VZ Position: Q3 2023 in Review

InTrack Investment Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 17,743 shares — an estimated $660K sold.

InTrack Investment Management first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $1.41M in Q4 2020. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • InTrack Investment Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • InTrack Investment Management sold 17,743 Verizon shares in Q3 2023, an estimated $660K.
  • InTrack Investment Management first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
  • InTrack Investment Management's Verizon position peaked at $1.41M in Q4 2020.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on InTrack Investment Management's 13F filing for Q3 2023, filed 20 Oct 2023.