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Milestone Investment Advisors’s Verizon VZ Stock Holding History

Milestone 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
Q4 		– Sell
-3,511
Closed -$114K – 430
2023
Q3 		$114K Buy
+3,511
New +$119K 0.03% 139
2023
Q2 		– Sell
-5,233
Closed -$204K – 426
2023
Q1 		$204K Buy
+5,233
New +$206K 0.06% 104

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Milestone Investment Advisors's VZ Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 3,511 shares — an estimated $114K sold.

Milestone Investment Advisors first reported a position in VZ in Q1 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,511 Verizon shares in Q4 2023, an estimated $114K.
  • Milestone Investment Advisors first reported a position in Verizon in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Verizon position peaked at $204K in Q1 2023.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.