TRUADVICE’s Verizon VZ Stock Holding History

TRUADVICE’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	$228K	Sell	6,386 -381	-6%	-$12.9K	0.09%	210
2023 Q2	$223K	Sell	6,767 -303	-4%	-$11.2K	0.08%	233
2023 Q1	$275K	Buy	+7,070	New	+$279K	0.11%	185
2021 Q3	–	Sell	-8,314	Closed	-$467K	–	286
2021 Q2	$467K	Sell	8,314 -51	-0.6%	-$2.93K	0.1%	178
2021 Q1	$479K	Sell	8,365 -8,063	-49%	-$455K	0.14%	135
2020 Q4	$906K	Buy	16,428 +6,094	+59%	+$362K	0.28%	90
2020 Q3	$616K	Buy	+10,334	New	+$600K	0.25%	96

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

TRUADVICE's VZ Position: Q3 2023 in Review

TRUADVICE reduced its Verizon (VZ) stake by 5.6% in Q3 2023, selling an estimated $12.9K and leaving 6,386 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #210.

TRUADVICE first reported a position in VZ in Q3 2020 and has held it in 7 quarters since. The position peaked at $906K in Q4 2020. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

TRUADVICE held 6,386 shares of Verizon worth $228K as of Q3 2023.
TRUADVICE sold 381 Verizon shares in Q3 2023, an estimated $12.9K.
Verizon made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #210 holding.
TRUADVICE first reported a position in Verizon in Q3 2020 and has held it in 7 quarters since.
TRUADVICE's Verizon position peaked at $906K in Q4 2020.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

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