MMBG Investment Advisors’s Verizon VZ Stock Holding History

MMBG 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 Q3	–	Sell	-14,020	Closed	-$516K	–	158
2023 Q2	$516K	Hold	14,020	–	–	0.06%	120
2023 Q1	$545K	Hold	14,020	–	–	0.07%	113
2022 Q4	$552K	Hold	14,020	–	–	0.07%	109
2022 Q3	$532K	Hold	14,020	–	–	0.07%	111
2022 Q2	$712K	Buy	14,020 +3,050	+28%	+$154K	0.09%	98
2022 Q1	$559K	Hold	10,970	–	–	0.06%	115
2021 Q4	$570K	Buy	+10,970	New	+$572K	0.05%	122

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

MMBG Investment Advisors's VZ Position: Q3 2023 in Review

MMBG Investment Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 14,020 shares — an estimated $516K sold.

MMBG Investment Advisors first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $712K in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

MMBG Investment Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
MMBG Investment Advisors sold 14,020 Verizon shares in Q3 2023, an estimated $516K.
MMBG Investment Advisors first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
MMBG Investment Advisors's Verizon position peaked at $712K in Q2 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on MMBG Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.