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Investment Management Associates’s Verizon VZ Stock Holding History

Investment Management Associates’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
-15,510
Closed -$611K – 43
2022
Q4 		$611K Buy
15,510
+4,398
+40% +$166K 0.26% 34
2022
Q3 		$422K Buy
11,112
+2,280
+26% +$102K 0.2% 37
2022
Q2 		$408K Buy
8,832
+1,873
+27% +$94.7K 0.18% 35
2022
Q1 		$354K Sell
6,959
-1,809
-21% -$95.8K 0.16% 38
2021
Q4 		$456K Buy
8,768
+1,306
+18% +$68.1K 0.21% 40
2021
Q3 		$403K Buy
7,462
+1,808
+32% +$100K 0.21% 46
2021
Q2 		$317K Buy
5,654
+794
+16% +$45.6K 0.16% 46
2021
Q1 		$283K Buy
4,860
+1,268
+35% +$71.6K 0.17% 50
2020
Q4 		$211K Buy
+3,592
New +$213K 0.16% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Management Associates's VZ Position: Q1 2023 in Review

Investment Management Associates sold out of Verizon (VZ) in Q1 2023, closing a stake of 15,510 shares — an estimated $611K sold.

Investment Management Associates first reported a position in VZ in Q4 2020 and held it in 9 quarters. The position peaked at $611K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Investment Management Associates reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
  • Investment Management Associates sold 15,510 Verizon shares in Q1 2023, an estimated $611K.
  • Investment Management Associates first reported a position in Verizon in Q4 2020 and held it in 9 quarters.
  • Investment Management Associates's Verizon position peaked at $611K in Q4 2022.
  • 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Investment Management Associates's 13F filing for Q1 2023, filed 2 May 2023.