Tru Independence Asset Management 2’s Verizon VZ Stock Holding History

Tru Independence Asset Management 2’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	$269K	Buy	+6,925	New	+$273K	0.27%	58
2022 Q3	–	Sell	-4,338	Closed	-$220K	–	85
2022 Q2	$220K	Sell	4,338 -3,876	-47%	-$196K	0.18%	59
2022 Q1	$418K	Sell	8,214 -170	-2%	-$9.01K	0.24%	52
2021 Q4	$436K	Sell	8,384 -10,614	-56%	-$554K	0.23%	77
2021 Q3	$1.03M	Buy	18,998 +12,566	+195%	+$695K	0.73%	28
2021 Q2	$360K	Buy	6,432 +221	+4%	+$12.7K	0.25%	83
2021 Q1	$361K	Sell	6,211 -285	-4%	-$16.1K	0.29%	74
2020 Q4	$382K	Buy	+6,496	New	+$386K	0.32%	68

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

Tru Independence Asset Management 2's VZ Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Verizon (VZ) in Q1 2023: 6,925 shares worth $269K. The stake represents 0.27% of the portfolio and ranks #58 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in VZ as recently as Q2 2022.

Tru Independence Asset Management 2 first reported a position in VZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2021. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Tru Independence Asset Management 2 held 6,925 shares of Verizon worth $269K as of Q1 2023.
Verizon was a new Tru Independence Asset Management 2 position in Q1 2023.
Verizon made up 0.27% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #58 holding.
Tru Independence Asset Management 2 first reported a position in Verizon in Q4 2020 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Verizon position peaked at $1.03M in Q3 2021.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.