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
2021 Q3	–	Sell	-10,000	Closed	-$7K	–	106
2021 Q2	$7K	Hold	10,000	–	–	﹤0.01%	97
2021 Q1	$21K	Hold	10,000	–	–	0.01%	94
2020 Q4	$31K	Buy	+10,000	New	+$594K	0.01%	76

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

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.