McNamara Financial Services’s Verizon VZ Stock Holding History

McNamara Financial Services’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	-5,408	Closed	-$210K	–	66
2023 Q1	$210K	Buy	+5,408	New	+$213K	0.05%	61
2017 Q1	–	Sell	-3,936	Closed	-$210K	–	36
2016 Q4	$210K	Hold	3,936	–	–	0.12%	33
2016 Q3	$205K	Sell	3,936 -62	-2%	-$3.33K	0.11%	32
2016 Q2	$223K	Hold	3,998	–	–	0.13%	29
2016 Q1	$216K	Sell	3,998 -6,823	-63%	-$341K	0.13%	31
2015 Q4	$500K	Sell	10,821 -172	-2%	-$7.81K	0.49%	49
2015 Q3	$478K	Hold	10,993	–	–	0.5%	45
2015 Q2	$512K	Sell	10,993 -1,450	-12%	-$71K	0.48%	51
2015 Q1	$605K	Sell	12,443 -30,000	-71%	-$1.45M	0.56%	52
2014 Q4	$1.99M	Buy	+42,443	New	+$2.08M	1.81%	23

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

McNamara Financial Services's VZ Position: Q2 2023 in Review

McNamara Financial Services sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,408 shares — an estimated $210K sold.

McNamara Financial Services first reported a position in VZ in Q4 2014 and held it in 10 quarters. The position peaked at $1.99M in Q4 2014. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

McNamara Financial Services reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
McNamara Financial Services sold 5,408 Verizon shares in Q2 2023, an estimated $210K.
McNamara Financial Services first reported a position in Verizon in Q4 2014 and held it in 10 quarters.
McNamara Financial Services's Verizon position peaked at $1.99M in Q4 2014.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on McNamara Financial Services's 13F filing for Q2 2023, filed 20 Jul 2023.