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Investors Financial Group’s Verizon VZ Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-64,586
Closed -$3.36M – 191
2021
Q4 		$3.36M Buy
64,586
+18,721
+41% +$977K 1.56% 13
2021
Q3 		$2.48M Buy
45,865
+13,077
+40% +$723K 1.31% 13
2021
Q2 		$1.84M Buy
32,788
+6,080
+23% +$349K 0.99% 22
2021
Q1 		$1.55M Buy
26,708
+9,533
+56% +$538K 0.91% 27
2020
Q4 		$1.01M Buy
17,175
+701
+4% +$41.6K 0.67% 39
2020
Q3 		$980K Buy
16,474
+800
+5% +$46.5K 0.73% 33
2020
Q2 		$864K Buy
15,674
+3,070
+24% +$173K 0.71% 35
2020
Q1 		$677K Buy
12,604
+2,107
+20% +$121K 0.68% 38
2019
Q4 		$645K Buy
+10,497
New +$633K 0.52% 56

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investors Financial Group's VZ Position: Q1 2022 in Review

Investors Financial Group sold out of Verizon (VZ) in Q1 2022, closing a stake of 64,586 shares — an estimated $3.36M sold.

Investors Financial Group first reported a position in VZ in Q4 2019 and held it in 9 quarters. The position peaked at $3.36M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Investors Financial Group reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 64,586 Verizon shares in Q1 2022, an estimated $3.36M.
  • Investors Financial Group first reported a position in Verizon in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Verizon position peaked at $3.36M in Q4 2021.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.