Triad Financial Advisors’s Verizon VZ Stock Holding History

Triad Financial 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 Q3	$291K	Buy	8,964 +311	+4%	+$10.5K	0.1%	80
2023 Q2	$322K	Buy	8,653 +23	+0.3%	+$851	0.13%	67
2023 Q1	$336K	Sell	8,630 -240	-3%	-$9.46K	0.15%	63
2022 Q4	$349K	Sell	8,870 -379	-4%	-$14.3K	0.16%	73
2022 Q3	$351K	Sell	9,249 -697	-7%	-$31K	0.19%	62
2022 Q2	$505K	Sell	9,946 -927	-9%	-$46.9K	0.28%	42
2022 Q1	$554K	Sell	10,873 -636	-6%	-$33.7K	0.3%	44
2021 Q4	$598K	Buy	+11,509	New	+$600K	0.35%	42

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triad Financial Advisors's VZ Position: Q3 2023 in Review

Triad Financial Advisors increased its Verizon (VZ) stake by 3.6% in Q3 2023, buying an estimated $10.5K and bringing the position to 8,964 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #80.

Triad Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $598K in Q4 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Triad Financial Advisors held 8,964 shares of Verizon worth $291K as of Q3 2023.
Triad Financial Advisors bought 311 Verizon shares in Q3 2023, an estimated $10.5K.
Verizon made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #80 holding.
Triad Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Verizon position peaked at $598K in Q4 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.