Antonetti Capital Management’s Verizon VZ Stock Holding History

Antonetti Capital 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
2023 Q3	$139K	Sell	4,284 -378	-8%	-$12.8K	0.22%	52
2023 Q2	$173K	Hold	4,662	–	–	0.25%	45
2023 Q1	$181K	Buy	4,662 +100	+2%	+$3.94K	0.26%	43
2022 Q4	$180K	Sell	4,562 -300	-6%	-$11.3K	0.25%	46
2022 Q3	$185K	Hold	4,862	–	–	0.21%	46
2022 Q2	$247K	Sell	4,862 -442	-8%	-$22.4K	0.26%	44
2022 Q1	$270K	Sell	5,304 -7,910	-60%	-$419K	0.25%	49
2021 Q4	$687K	Sell	13,214 -770	-6%	-$40.2K	0.54%	32
2021 Q3	$755K	Buy	+13,984	New	+$774K	0.62%	28
2014 Q3	$185K	Sell	3,701 -78	-2%	-$3.88K	0.32%	34
2014 Q2	$185K	Sell	3,779 -401	-10%	-$19.4K	0.14%	54
2014 Q1	$199K	Buy	4,180 +280	+7%	+$13.2K	0.17%	51
2013 Q4	$192K	Sell	3,900 -7,000	-64%	-$344K	0.17%	60
2013 Q3	$509K	Sell	10,900 -700	-6%	-$34.2K	0.52%	31
2013 Q2	$584K	Buy	+11,600	New	+$592K	0.64%	31

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

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

Norges Bank Oslo, Norway $935B AUM

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

Antonetti Capital Management's VZ Position: Q3 2023 in Review

Antonetti Capital Management reduced its Verizon (VZ) stake by 8.1% in Q3 2023, selling an estimated $12.8K and leaving 4,284 shares worth $139K. The position accounts for 0.22% of the portfolio, ranked #52.

Antonetti Capital Management first reported a position in VZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $755K in Q3 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Antonetti Capital Management held 4,284 shares of Verizon worth $139K as of Q3 2023.
Antonetti Capital Management sold 378 Verizon shares in Q3 2023, an estimated $12.8K.
Verizon made up 0.22% of Antonetti Capital Management's portfolio in Q3 2023, its #52 holding.
Antonetti Capital Management first reported a position in Verizon in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's Verizon position peaked at $755K in Q3 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.