IronBridge Private Wealth’s Verizon VZ Stock Holding History

IronBridge Private Wealth’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	–	Sell	-77,941	Closed	-$3.03M	–	43
2023 Q1	$3.03M	Buy	+77,941	New	+$3.07M	1.94%	19
2021 Q4	–	Sell	-200	Closed	-$11K	–	336
2021 Q3	$11K	Hold	200	–	–	0.01%	144
2021 Q2	$11K	Hold	200	–	–	0.01%	149
2021 Q1	$12K	Hold	200	–	–	0.01%	142
2020 Q4	$12K	Buy	+200	New	+$11.9K	0.01%	135

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

IronBridge Private Wealth's VZ Position: Q2 2023 in Review

IronBridge Private Wealth sold out of Verizon (VZ) in Q2 2023, closing a stake of 77,941 shares — an estimated $3.03M sold.

IronBridge Private Wealth first reported a position in VZ in Q4 2020 and held it in 5 quarters. The position peaked at $3.03M in Q1 2023. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

IronBridge Private Wealth reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
IronBridge Private Wealth sold 77,941 Verizon shares in Q2 2023, an estimated $3.03M.
IronBridge Private Wealth first reported a position in Verizon in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Verizon position peaked at $3.03M in Q1 2023.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on IronBridge Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.