XR Securities’s Verizon VZ Stock Holding History

XR Securities’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 Q2	–	Sell	-10,800	Closed	-$12K	–	568
2021 Q1	$12K	Buy	+10,800	New	+$609K	﹤0.01%	423
2019 Q1	–	Sell	-26,000	Closed	-$15K	–	429
2018 Q4	$15K	Buy	26,000 +9,100	+54%	+$516K	0.01%	270
2018 Q3	$26K	Buy	+16,900	New	+$895K	0.01%	275

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

XR Securities's VZ Position: Q4 2022 in Review

XR Securities sold out of Verizon (VZ) in Q4 2022, closing a stake of 8,973 shares — an estimated $338K sold.

XR Securities first reported a position in VZ in Q2 2018 and held it in 8 quarters. The position peaked at $1.93M in Q3 2018. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

XR Securities reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
XR Securities sold 8,973 Verizon shares in Q4 2022, an estimated $338K.
XR Securities first reported a position in Verizon in Q2 2018 and held it in 8 quarters.
XR Securities's Verizon position peaked at $1.93M in Q3 2018.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on XR Securities's 13F filing for Q4 2022, filed 3 Jan 2023.