Okabena Investment Services’s Verizon VZ Stock Holding History

Okabena Investment 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	-104	Closed	-$4.04K	–	249
2023 Q1	$4.04K	Sell	104 -105	-50%	-$4.14K	﹤0.01%	137
2022 Q4	$8.23K	Buy	+209	New	+$7.88K	0.01%	149

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

Okabena Investment Services's VZ Position: Q2 2023 in Review

Okabena Investment Services sold out of Verizon (VZ) in Q2 2023, closing a stake of 104 shares — an estimated $4.04K sold.

Okabena Investment Services first reported a position in VZ in Q4 2022 and held it in 2 quarters. The position peaked at $8.23K in Q4 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Okabena Investment Services reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 104 Verizon shares in Q2 2023, an estimated $4.04K.
Okabena Investment Services first reported a position in Verizon in Q4 2022 and held it in 2 quarters.
Okabena Investment Services's Verizon position peaked at $8.23K in Q4 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.