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Seneca House Advisors’s Verizon VZ Stock Holding History

Seneca House 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
Q1 		– Sell
-23,315
Closed -$919K – 87
2022
Q4 		$919K Sell
23,315
-34,209
-59% -$1.29M 0.51% 44
2022
Q3 		$2.18M Sell
57,524
-2,170
-4% -$96.6K 1.62% 21
2022
Q2 		$3.03M Buy
59,694
+2,865
+5% +$145K 1.98% 19
2022
Q1 		$2.9M Sell
56,829
-354
-0.6% -$18.8K 1.53% 19
2021
Q4 		$2.97M Sell
57,183
-4,238
-7% -$221K 1.57% 20
2021
Q3 		$3.32M Sell
61,421
-279
-0.5% -$15.4K 1.99% 13
2021
Q2 		$3.46M Buy
61,700
+5,117
+9% +$294K 2.24% 10
2021
Q1 		$3.29M Buy
56,583
+7,326
+15% +$413K 2.32% 11
2020
Q4 		$2.89M Buy
49,257
+8,655
+21% +$514K 2.1% 12
2020
Q3 		$2.42M Buy
40,602
+985
+2% +$57.2K 1.91% 13
2020
Q2 		$2.18M Buy
39,617
+8,098
+26% +$456K 1.85% 13
2020
Q1 		$1.7M Buy
31,519
+7,369
+31% +$422K 1.79% 15
2019
Q4 		$1.48M Sell
24,150
-708
-3% -$42.7K 1.28% 23
2019
Q3 		$1.5M Buy
24,858
+184
+0.7% +$10.6K 1.42% 22
2019
Q2 		$1.41M Buy
24,674
+1,986
+9% +$114K 1.29% 26
2019
Q1 		$1.34M Sell
22,688
-723
-3% -$40.9K 1.16% 26
2018
Q4 		$1.31M Buy
23,411
+899
+4% +$51K 1.24% 22
2018
Q3 		$1.2M Sell
22,512
-1,558
-6% -$82.5K 0.94% 27
2018
Q2 		$1.21M Buy
24,070
+114
+0.5% +$5.52K 0.99% 29
2018
Q1 		$1.15M Sell
23,956
-90
-0.4% -$4.52K 0.96% 31
2017
Q4 		$1.27M Buy
+24,046
New +$1.18M 1.09% 30

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Seneca House Advisors's VZ Position: Q1 2023 in Review

Seneca House Advisors sold out of Verizon (VZ) in Q1 2023, closing a stake of 23,315 shares — an estimated $919K sold.

Seneca House Advisors first reported a position in VZ in Q4 2017 and held it in 21 quarters. The position peaked at $3.46M in Q2 2021. 2,831 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Seneca House Advisors reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
  • Seneca House Advisors sold 23,315 Verizon shares in Q1 2023, an estimated $919K.
  • Seneca House Advisors first reported a position in Verizon in Q4 2017 and held it in 21 quarters.
  • Seneca House Advisors's Verizon position peaked at $3.46M in Q2 2021.
  • 2,831 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Seneca House Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.