Worth Financial Advisory Group’s Verizon VZ Stock Holding History

Worth Financial Advisory Group’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	–	Sell	-5,684	Closed	-$211K	–	127
2023 Q2	$211K	Sell	5,684 -296	-5%	-$11K	0.2%	113
2023 Q1	$233K	Sell	5,980 -927	-13%	-$36.6K	0.22%	106
2022 Q4	$272K	Buy	+6,907	New	+$260K	0.32%	84

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

Worth Financial Advisory Group's VZ Position: Q3 2023 in Review

Worth Financial Advisory Group sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,684 shares — an estimated $211K sold.

Worth Financial Advisory Group first reported a position in VZ in Q4 2022 and held it in 3 quarters. The position peaked at $272K in Q4 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Worth Financial Advisory Group reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Worth Financial Advisory Group sold 5,684 Verizon shares in Q3 2023, an estimated $211K.
Worth Financial Advisory Group first reported a position in Verizon in Q4 2022 and held it in 3 quarters.
Worth Financial Advisory Group's Verizon position peaked at $272K in Q4 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Worth Financial Advisory Group's 13F filing for Q3 2023, filed 13 Oct 2023.