KLR Investment Advisors’s Verizon VZ Stock Holding History

KLR 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
2024 Q1	$350K	Sell	8,920 -687	-7%	-$27.7K	0.25%	116
2023 Q4	$362K	Sell	9,607 -2,524	-21%	-$89.3K	0.26%	116
2023 Q3	$472K	Buy	12,131 +2,063	+20%	+$69.7K	0.43%	70
2023 Q2	$374K	Sell	10,068 -2,569	-20%	-$95.1K	0.31%	107
2023 Q1	$491K	Buy	12,637 +4,144	+49%	+$163K	0.43%	72
2022 Q4	$335K	Buy	+8,493	New	+$320K	0.28%	123

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

KLR Investment Advisors's VZ Position: Q1 2024 in Review

KLR Investment Advisors reduced its Verizon (VZ) stake by 7.2% in Q1 2024, selling an estimated $27.7K and leaving 8,920 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #116.

KLR Investment Advisors first reported a position in VZ in Q4 2022 and has held it in 6 quarters since. The position peaked at $491K in Q1 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

KLR Investment Advisors held 8,920 shares of Verizon worth $350K as of Q1 2024.
KLR Investment Advisors sold 687 Verizon shares in Q1 2024, an estimated $27.7K.
Verizon made up 0.25% of KLR Investment Advisors's portfolio in Q1 2024, its #116 holding.
KLR Investment Advisors first reported a position in Verizon in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's Verizon position peaked at $491K in Q1 2023.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.