AAMC
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Asset Allocation & Management Company’s Verizon VZ Stock Holding History

Asset Allocation & Management Company’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
Q1 		– Sell
-5,417
Closed -$213K – 120
2022
Q4 		$213K Sell
5,417
-2,104
-28% -$79.3K 0.08% 114
2022
Q3 		$286K Buy
7,521
+29
+0.4% +$1.29K 0.12% 87
2022
Q2 		$380K Hold
7,492
– – 0.16% 79
2022
Q1 		$382K Buy
7,492
+2,075
+38% +$110K 0.14% 99
2021
Q4 		$281K Buy
+5,417
New +$283K 0.1% 101
2020
Q4 		– Sell
-5,150
Closed -$306K – 44
2020
Q3 		$306K Hold
5,150
– – 0.14% 33
2020
Q2 		$284K Sell
5,150
-243
-5% -$13.7K 0.14% 33
2020
Q1 		$290K Sell
5,393
-100
-2% -$5.72K 0.14% 42
2019
Q4 		$337K Buy
+5,493
New +$331K 0.13% 47

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Allocation & Management Company's VZ Position: Q1 2023 in Review

Asset Allocation & Management Company sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,417 shares — an estimated $213K sold.

Asset Allocation & Management Company first reported a position in VZ in Q4 2019 and held it in 9 quarters. The position peaked at $382K in Q1 2022. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Asset Allocation & Management Company reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
  • Asset Allocation & Management Company sold 5,417 Verizon shares in Q1 2023, an estimated $213K.
  • Asset Allocation & Management Company first reported a position in Verizon in Q4 2019 and held it in 9 quarters.
  • Asset Allocation & Management Company's Verizon position peaked at $382K in Q1 2022.
  • 2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Asset Allocation & Management Company's 13F filing for Q1 2023, filed 17 Apr 2023.