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Advanced Asset Management Advisors’s Verizon VZ Stock Holding History

Advanced Asset Management 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
2024
Q4 		– Sell
-5,206
Closed -$215K – 88
2024
Q3 		$215K Hold
5,206
– – 0.06% 68
2024
Q2 		$215K Sell
5,206
-168,350
-97% -$6.79M 0.06% 69
2024
Q1 		$7.28M Buy
173,556
+286
+0.2% +$11.5K 1.8% 21
2023
Q4 		$6.53M Buy
173,270
+7
+0% +$248 1.55% 25
2023
Q3 		$5.62M Hold
173,263
– – 1.35% 28
2023
Q2 		$6.44M Sell
173,263
-124
-0.1% -$4.59K 1.49% 25
2023
Q1 		$6.74M Buy
173,387
+2
+0% +$79 1.64% 23
2022
Q4 		$6.83M Buy
173,385
+2
+0% +$75 1.71% 20
2022
Q3 		$6.58M Buy
173,383
+135
+0.1% +$6.01K 1.8% 19
2022
Q2 		$8.79M Buy
173,248
+1,249
+0.7% +$63.2K 2.25% 10
2022
Q1 		$8.76M Sell
171,999
-177
-0.1% -$9.38K 1.92% 16
2021
Q4 		$8.95M Buy
172,176
+60,003
+53% +$3.13M 1.85% 15
2021
Q3 		$6.06M Sell
112,173
-87
-0.1% -$4.81K 1.3% 25
2021
Q2 		$6.29M Buy
112,260
+2
+0% +$115 1.33% 23
2021
Q1 		$6.53M Buy
112,258
+3
+0% +$169 1.46% 21
2020
Q4 		$6.59M Buy
112,255
+3
+0% +$178 1.54% 19
2020
Q3 		$6.68M Buy
112,252
+2
+0% +$116 1.78% 13
2020
Q2 		$6.19M Sell
112,250
-158
-0.1% -$8.89K 1.81% 14
2020
Q1 		$6.04M Buy
112,408
+34,303
+44% +$1.96M 2.09% 8
2019
Q4 		$4.8M Sell
78,105
-208
-0.3% -$12.5K 1.45% 10
2019
Q3 		$4.73M Buy
78,313
+1,152
+1% +$66.3K 1.52% 8
2019
Q2 		$4.41M Sell
77,161
-86
-0.1% -$4.96K 1.53% 9
2019
Q1 		$4.57M Buy
77,247
+23,084
+43% +$1.31M 1.63% 7
2018
Q4 		$3.04M Buy
+54,163
New +$3.07M 0.97% 24
2018
Q3 		– Sell
-29,155
Closed -$1.47M – 124
2018
Q2 		$1.47M Buy
29,155
+15,204
+109% +$736K 0.47% 44
2018
Q1 		$667K Buy
13,951
+3
+0% +$151 0.22% 85
2017
Q4 		$738K Buy
+13,948
New +$686K 0.24% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Advanced Asset Management Advisors's VZ Position: Q4 2024 in Review

Advanced Asset Management Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 5,206 shares — an estimated $215K sold.

Advanced Asset Management Advisors first reported a position in VZ in Q4 2017 and held it in 27 quarters. The position peaked at $8.95M in Q4 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Advanced Asset Management Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 5,206 Verizon shares in Q4 2024, an estimated $215K.
  • Advanced Asset Management Advisors first reported a position in Verizon in Q4 2017 and held it in 27 quarters.
  • Advanced Asset Management Advisors's Verizon position peaked at $8.95M in Q4 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.