Alpha DNA Investment Management’s Verizon VZ Stock Holding History

Alpha DNA Investment Management’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	-52,229	Closed	-$2.35M	–	259
2024 Q3	$2.35M	Sell	52,229 -3,101	-6%	-$129K	0.88%	11
2024 Q2	$2.28M	Buy	55,330 +4,853	+10%	+$196K	0.89%	15
2024 Q1	$2.12M	Sell	50,477 -2,165	-4%	-$87.3K	0.78%	19
2023 Q4	$1.98M	Sell	52,642 -7,445	-12%	-$263K	0.77%	20
2023 Q3	$1.95M	Buy	60,087 +5,375	+10%	+$182K	0.8%	21
2023 Q2	$2.03M	Buy	54,712 +28,469	+108%	+$1.05M	0.68%	23
2023 Q1	$1.02M	Sell	26,243 -22,386	-46%	-$883K	0.3%	111
2022 Q4	$1.92M	Buy	48,629 +30,821	+173%	+$1.16M	0.68%	15
2022 Q3	$676K	Buy	+17,808	New	+$793K	0.56%	67
2021 Q2	–	Sell	-919	Closed	-$52K	–	649
2021 Q1	$52K	Buy	919 +232	+34%	+$13.1K	0.06%	167
2020 Q4	$40K	Buy	+687	New	+$40.8K	0.04%	199

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Alpha DNA Investment Management's VZ Position: Q4 2024 in Review

Alpha DNA Investment Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 52,229 shares — an estimated $2.35M sold.

Alpha DNA Investment Management first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $2.35M in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Alpha DNA Investment Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Alpha DNA Investment Management sold 52,229 Verizon shares in Q4 2024, an estimated $2.35M.
Alpha DNA Investment Management first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
Alpha DNA Investment Management's Verizon position peaked at $2.35M in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Alpha DNA Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.