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StrategIQ Financial Group’s Verizon VZ Stock Holding History

StrategIQ Financial Group’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 		$307K Sell
8,131
-757
-9% -$26.8K 0.03% 255
2023
Q3 		$288K Sell
8,888
-432
-5% -$14.6K 0.03% 258
2023
Q2 		$347K Sell
9,320
-260
-3% -$9.62K 0.04% 243
2023
Q1 		$373K Sell
9,580
-200
-2% -$7.89K 0.04% 221
2022
Q4 		$385K Sell
9,780
-162
-2% -$6.1K 0.04% 209
2022
Q3 		$377K Buy
9,942
+140
+1% +$6.24K 0.05% 203
2022
Q2 		$497K Sell
9,802
-267
-3% -$13.5K 0.06% 185
2022
Q1 		$513K Sell
10,069
-251
-2% -$13.3K 0.06% 192
2021
Q4 		$536K Sell
10,320
-124
-1% -$6.47K 0.05% 190
2021
Q3 		$564K Buy
10,444
+807
+8% +$44.6K 0.11% 143
2021
Q2 		$540K Buy
9,637
+445
+5% +$25.5K 0.11% 141
2021
Q1 		$535K Sell
9,192
-205
-2% -$11.6K 0.11% 137
2020
Q4 		$552K Buy
9,397
+52
+0.6% +$3.09K 0.12% 131
2020
Q3 		$556K Buy
9,345
+150
+2% +$8.71K 0.14% 125
2020
Q2 		$507K Buy
9,195
+61
+0.7% +$3.43K 0.14% 121
2020
Q1 		$491K Buy
9,134
+1,893
+26% +$108K 0.15% 118
2019
Q4 		$445K Buy
7,241
+558
+8% +$33.7K 0.11% 143
2019
Q3 		$403K Sell
6,683
-200
-3% -$11.5K 0.11% 144
2019
Q2 		$393K Buy
6,883
+841
+14% +$48.5K 0.11% 145
2019
Q1 		$357K Sell
6,042
-900
-13% -$51K 0.11% 143
2018
Q4 		$390K Buy
6,942
+17
+0.2% +$965 0.13% 135
2018
Q3 		$370K Buy
6,925
+200
+3% +$10.6K 0.12% 133
2018
Q2 		$338K Buy
6,725
+213
+3% +$10.3K 0.12% 133
2018
Q1 		$311K Buy
6,512
+400
+7% +$20.1K 0.12% 127
2017
Q4 		$324K Buy
6,112
+694
+13% +$34.1K 0.13% 121
2017
Q3 		$268K Buy
5,418
+162
+3% +$7.62K 0.11% 123
2017
Q2 		$235K Buy
5,256
+900
+21% +$41.9K 0.1% 130
2017
Q1 		$212K Buy
4,356
+100
+2% +$5.02K 0.1% 128
2016
Q4 		$227K Buy
4,256
+417
+11% +$20.8K 0.11% 117
2016
Q3 		$200K Buy
+3,839
New +$206K 0.11% 108

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

StrategIQ Financial Group's VZ Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Verizon (VZ) stake by 8.5% in Q4 2023, selling an estimated $26.8K and leaving 8,131 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #255.

StrategIQ Financial Group first reported a position in VZ in Q3 2016 and has held it in 30 quarters since. The position peaked at $564K in Q3 2021. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • StrategIQ Financial Group held 8,131 shares of Verizon worth $307K as of Q4 2023.
  • StrategIQ Financial Group sold 757 Verizon shares in Q4 2023, an estimated $26.8K.
  • Verizon made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #255 holding.
  • StrategIQ Financial Group first reported a position in Verizon in Q3 2016 and has held it in 30 quarters since.
  • StrategIQ Financial Group's Verizon position peaked at $564K in Q3 2021.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.