KB Financial Partners’s Verizon VZ Stock Holding History

KB Financial Partners’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	$420K	Buy	12,947 +31	+0.2%	+$1.05K	0.12%	107
2023 Q2	$480K	Buy	12,916 +434	+3%	+$16.1K	0.13%	98
2023 Q1	$485K	Buy	12,482 +1,402	+13%	+$55.3K	0.14%	95
2022 Q4	$437K	Sell	11,080 -691	-6%	-$26K	0.15%	105
2022 Q3	$447K	Buy	11,771 +2,258	+24%	+$101K	0.16%	87
2022 Q2	$483K	Sell	9,513 -1,438	-13%	-$72.7K	0.17%	68
2022 Q1	$558K	Buy	10,951 +401	+4%	+$21.2K	0.15%	65
2021 Q4	$548K	Buy	10,550 +1,448	+16%	+$75.5K	0.16%	63
2021 Q3	$592K	Buy	9,102 +1,259	+16%	+$69.6K	0.22%	48
2021 Q2	$439K	Buy	7,843 +4,181	+114%	+$240K	0.17%	64
2021 Q1	$213K	Buy	+3,662	New	+$207K	0.09%	130

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KB Financial Partners's VZ Position: Q3 2023 in Review

KB Financial Partners increased its Verizon (VZ) stake by 0.24% in Q3 2023, buying an estimated $1.05K and bringing the position to 12,947 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #107.

KB Financial Partners first reported a position in VZ in Q1 2021 and has held it in 11 quarters since. The position peaked at $592K in Q3 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

KB Financial Partners held 12,947 shares of Verizon worth $420K as of Q3 2023.
KB Financial Partners bought 31 Verizon shares in Q3 2023, an estimated $1.05K.
Verizon made up 0.12% of KB Financial Partners's portfolio in Q3 2023, its #107 holding.
KB Financial Partners first reported a position in Verizon in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Verizon position peaked at $592K in Q3 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.