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Wealth Advisors’s Verizon VZ Stock Holding History

Wealth 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 		$488K Sell
15,055
-2,350
-14% -$79.4K 0.22% 38
2023
Q2 		$607K Sell
17,405
-665
-4% -$24.6K 0.26% 35
2023
Q1 		$713K Buy
18,070
+3,500
+24% +$138K 0.34% 35
2022
Q4 		$574K Buy
14,570
+350
+2% +$13.2K 0.31% 37
2022
Q3 		$540K Buy
14,220
+420
+3% +$18.7K 0.28% 38
2022
Q2 		$700K Buy
13,800
+750
+6% +$37.9K 0.34% 35
2022
Q1 		$665K Sell
13,050
-220
-2% -$11.7K 0.24% 38
2021
Q4 		$690K Sell
13,270
-3,215
-20% -$168K 0.24% 39
2021
Q3 		$898K Hold
16,485
– – 0.35% 32
2021
Q2 		$919K Buy
16,485
+184
+1% +$10.6K 0.33% 32
2021
Q1 		$952K Buy
16,301
+4,436
+37% +$250K 0.38% 30
2020
Q4 		$697K Buy
11,865
+3,945
+50% +$234K 0.31% 38
2020
Q3 		$469K Buy
7,920
+825
+12% +$47.9K 0.22% 46
2020
Q2 		$392K Sell
7,095
-10
-0.1% -$563 0.21% 50
2020
Q1 		$410K Buy
7,105
+185
+3% +$10.6K 0.27% 42
2019
Q4 		$401K Buy
+6,920
New +$417K 0.23% 49

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wealth Advisors's VZ Position: Q3 2023 in Review

Wealth Advisors reduced its Verizon (VZ) stake by 14% in Q3 2023, selling an estimated $79.4K and leaving 15,055 shares worth $488K. The position accounts for 0.22% of the portfolio, ranked #38.

Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 16 quarters since. The position peaked at $952K in Q1 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Wealth Advisors held 15,055 shares of Verizon worth $488K as of Q3 2023.
  • Wealth Advisors sold 2,350 Verizon shares in Q3 2023, an estimated $79.4K.
  • Verizon made up 0.22% of Wealth Advisors's portfolio in Q3 2023, its #38 holding.
  • Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Verizon position peaked at $952K in Q1 2021.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.