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IPG Investment Advisors’s Verizon VZ Stock Holding History

IPG Investment 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
Q3 		– Sell
-57,880
Closed -$2.15M – 189
2023
Q2 		$2.15M Buy
57,880
+46,570
+412% +$1.72M 0.47% 37
2023
Q1 		$440K Buy
+11,310
New +$446K 0.1% 97
2022
Q1 		– Sell
-4,982
Closed -$259K – 225
2021
Q4 		$259K Sell
4,982
-4,067
-45% -$212K 0.05% 161
2021
Q3 		$489K Buy
9,049
+1,450
+19% +$80.2K 0.15% 68
2021
Q2 		$426K Sell
7,599
-250
-3% -$14.3K 0.12% 95
2021
Q1 		$456K Buy
7,849
+360
+5% +$20.3K 0.09% 125
2020
Q4 		$440K Buy
7,489
+500
+7% +$29.7K 0.1% 102
2020
Q3 		$416K Buy
6,989
+765
+12% +$44.4K 0.12% 92
2020
Q2 		$343K Buy
6,224
+1,795
+41% +$101K 0.12% 93
2020
Q1 		$238K Buy
4,429
+460
+12% +$26.3K 0.1% 100
2019
Q4 		$244K Sell
3,969
-3,045
-43% -$184K 0.08% 114
2019
Q3 		$423K Buy
7,014
+2,305
+49% +$133K 0.15% 74
2019
Q2 		$269K Sell
4,709
-1,025
-18% -$59.1K 0.1% 108
2019
Q1 		$339K Sell
5,734
-455
-7% -$25.8K 0.12% 103
2018
Q4 		$348K Buy
+6,189
New +$351K 0.13% 90
2016
Q3 		– Sell
-11,017
Closed -$615K – 137
2016
Q2 		$615K Buy
11,017
+7,000
+174% +$363K 0.25% 63
2016
Q1 		$217K Buy
+4,017
New +$201K 0.1% 91

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

IPG Investment Advisors's VZ Position: Q3 2023 in Review

IPG Investment Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 57,880 shares — an estimated $2.15M sold.

IPG Investment Advisors first reported a position in VZ in Q1 2016 and held it in 17 quarters. The position peaked at $2.15M in Q2 2023. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • IPG Investment Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 57,880 Verizon shares in Q3 2023, an estimated $2.15M.
  • IPG Investment Advisors first reported a position in Verizon in Q1 2016 and held it in 17 quarters.
  • IPG Investment Advisors's Verizon position peaked at $2.15M in Q2 2023.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on IPG Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.