Alera Investment Advisors’s Verizon VZ Stock Holding History

Alera Investment 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 Q3	$704K	Buy	15,682 +982	+7%	+$41K	0.08%	99
2024 Q2	$606K	Buy	+14,700	New	+$592K	0.07%	109
2022 Q4	–	Sell	-15,013	Closed	-$569K	–	184
2022 Q3	$569K	Sell	15,013 -1,612	-10%	-$71.8K	0.16%	89
2022 Q2	$843K	Buy	16,625 +1,633	+11%	+$82.6K	0.24%	58
2022 Q1	$764K	Buy	+14,992	New	+$794K	0.17%	80
2019 Q2	–	Sell	-2,841	Closed	-$168K	–	998
2019 Q1	$168K	Sell	2,841 -2,488	-47%	-$141K	0.08%	81
2018 Q4	$300K	Buy	+5,329	New	+$302K	0.18%	64

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

Alera Investment Advisors's VZ Position: Q3 2024 in Review

Alera Investment Advisors increased its Verizon (VZ) stake by 6.7% in Q3 2024, buying an estimated $41K and bringing the position to 15,682 shares worth $704K. The position accounts for 0.08% of the portfolio, ranked #99.

Alera Investment Advisors first reported a position in VZ in Q4 2018 and has held it in 7 quarters since. The position peaked at $843K in Q2 2022. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Alera Investment Advisors held 15,682 shares of Verizon worth $704K as of Q3 2024.
Alera Investment Advisors bought 982 Verizon shares in Q3 2024, an estimated $41K.
Verizon made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #99 holding.
Alera Investment Advisors first reported a position in Verizon in Q4 2018 and has held it in 7 quarters since.
Alera Investment Advisors's Verizon position peaked at $843K in Q2 2022.
2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.