Syntax Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$318K Buy
9,816
+620
+7% +$20.9K 0.28% 73
2023
Q2
$342K Buy
9,196
+2,250
+32% +$83.3K 0.28% 66
2023
Q1
$270K Buy
6,946
+63
+0.9% +$2.48K 0.2% 103
2022
Q4
$271K Buy
6,883
+428
+7% +$16.1K 0.23% 90
2022
Q3
$245K Buy
6,455
+1,432
+29% +$63.8K 0.21% 123
2022
Q2
$255K Buy
5,023
+425
+9% +$21.5K 0.21% 114
2022
Q1
$234K Sell
4,598
-900
-16% -$47.7K 0.2% 170
2021
Q4
$286K Buy
+5,498
New +$287K 0.21% 112

Other funds holding VZ

Syntax Advisors's VZ Position: Q3 2023 in Review

Syntax Advisors increased its Verizon (VZ) stake by 6.7% in Q3 2023, buying an estimated $20.9K and bringing the position to 9,816 shares worth $318K. The position accounts for 0.28% of the portfolio, ranked #73.

Syntax Advisors first reported a position in VZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $342K in Q2 2023. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Syntax Advisors held 9,816 shares of Verizon worth $318K as of Q3 2023.
  • Syntax Advisors bought 620 Verizon shares in Q3 2023, an estimated $20.9K.
  • Verizon made up 0.28% of Syntax Advisors's portfolio in Q3 2023, its #73 holding.
  • Syntax Advisors first reported a position in Verizon in Q4 2021 and has held it in 8 quarters since.
  • Syntax Advisors's Verizon position peaked at $342K in Q2 2023.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.