Alterity Financial Group’s Verizon VZ Stock Holding History

Alterity Financial 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 Q4	$383K	Sell	10,150 -540	-5%	-$19.1K	0.55%	50
2023 Q3	$346K	Buy	10,690 +2	+0%	+$68	0.55%	48
2023 Q2	$397K	Buy	10,688 +27	+0.3%	+$999	0.57%	45
2023 Q1	$415K	Sell	10,661 -111	-1%	-$4.38K	0.61%	45
2022 Q4	$424K	Sell	10,772 -198	-2%	-$7.46K	0.69%	42
2022 Q3	$417K	Sell	10,970 -446	-4%	-$19.9K	0.67%	42
2022 Q2	$579K	Buy	+11,416	New	+$577K	0.86%	35
2021 Q4	$597K	Buy	+11,484	New	+$599K	0.64%	44
2021 Q1	$583K	Buy	+11,445	New	+$646K	0.71%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Alterity Financial Group's VZ Position: Q4 2023 in Review

Alterity Financial Group reduced its Verizon (VZ) stake by 5.1% in Q4 2023, selling an estimated $19.1K and leaving 10,150 shares worth $383K. The position accounts for 0.55% of the portfolio, ranked #50.

Alterity Financial Group first reported a position in VZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $597K in Q4 2021. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Alterity Financial Group held 10,150 shares of Verizon worth $383K as of Q4 2023.
Alterity Financial Group sold 540 Verizon shares in Q4 2023, an estimated $19.1K.
Verizon made up 0.55% of Alterity Financial Group's portfolio in Q4 2023, its #50 holding.
Alterity Financial Group first reported a position in Verizon in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Verizon position peaked at $597K in Q4 2021.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.