Professional Advisory Services’s Verizon VZ Stock Holding History

Professional Advisory 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 Q1	–	Sell	-5,931	Closed	-$234K	–	78
2022 Q4	$234K	Sell	5,931 -151,339	-96%	-$5.7M	0.04%	68
2022 Q3	$5.97M	Buy	+157,270	New	+$7M	1.04%	33
2022 Q2	–	Sell	-4,656	Closed	-$237K	–	78
2022 Q1	$237K	Sell	4,656 -75	-2%	-$3.97K	0.03%	72
2021 Q4	$246K	Buy	4,731 +595	+14%	+$31K	0.03%	73
2021 Q3	$223K	Buy	4,136 +155	+4%	+$8.57K	0.03%	75
2021 Q2	$223K	Buy	+3,981	New	+$228K	0.03%	74
2021 Q1	–	Sell	-3,456	Closed	-$203K	–	71
2020 Q4	$203K	Hold	3,456	–	–	0.03%	67
2020 Q3	$206K	Buy	+3,456	New	+$201K	0.04%	62
2020 Q1	–	Sell	-3,366	Closed	-$207K	–	71
2019 Q4	$207K	Sell	3,366 -140	-4%	-$8.45K	0.04%	67
2019 Q3	$212K	Buy	+3,506	New	+$202K	0.04%	66
2017 Q2	–	Sell	-183,622	Closed	-$8.95M	–	61
2017 Q1	$8.95M	Buy	183,622 +1,734	+1%	+$87K	1.98%	29
2016 Q4	$9.71M	Sell	181,888 -107,347	-37%	-$5.36M	2.26%	26
2016 Q3	$15M	Buy	289,235 +1,192	+0.4%	+$64K	3.43%	13
2016 Q2	$16.1M	Sell	288,043 -34,570	-11%	-$1.79M	3.68%	6
2016 Q1	$17.4M	Sell	322,613 -23,342	-7%	-$1.17M	4.12%	3
2015 Q4	$16M	Buy	345,955 +88,425	+34%	+$4.01M	3.81%	7
2015 Q3	$11.2M	Buy	257,530 +6,197	+2%	+$286K	2.81%	19
2015 Q2	$11.7M	Buy	251,333 +3,524	+1%	+$173K	2.81%	20
2015 Q1	$12.1M	Buy	247,809 +2,438	+1%	+$118K	2.89%	20
2014 Q4	$11.5M	Buy	245,371 +6,810	+3%	+$333K	2.68%	23
2014 Q3	$11.9M	Buy	238,561 +233,980	+5,108%	+$11.6M	2.88%	19
2014 Q2	$224K	Hold	4,581	–	–	0.05%	56
2014 Q1	$218K	Buy	+4,581	New	+$217K	0.05%	48

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Professional Advisory Services's VZ Position: Q1 2023 in Review

Professional Advisory Services sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,931 shares — an estimated $234K sold.

Professional Advisory Services first reported a position in VZ in Q1 2014 and held it in 23 quarters. The position peaked at $17.4M in Q1 2016. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Professional Advisory Services reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Professional Advisory Services sold 5,931 Verizon shares in Q1 2023, an estimated $234K.
Professional Advisory Services first reported a position in Verizon in Q1 2014 and held it in 23 quarters.
Professional Advisory Services's Verizon position peaked at $17.4M in Q1 2016.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Professional Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.