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Asset Management Resources’s Verizon VZ Stock Holding History

Asset Management Resources’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 		$449K Sell
11,923
-2,226
-16% -$78.8K 0.26% 26
2023
Q3 		$459K Buy
14,149
+1,983
+16% +$67K 0.28% 28
2023
Q2 		$452K Buy
+12,166
New +$450K 0.28% 28

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Asset Management Resources's VZ Position: Q4 2023 in Review

Asset Management Resources reduced its Verizon (VZ) stake by 16% in Q4 2023, selling an estimated $78.8K and leaving 11,923 shares worth $449K. The position accounts for 0.26% of the portfolio, ranked #26.

Asset Management Resources first reported a position in VZ in Q2 2023 and has held it in 3 quarters since. The position peaked at $459K in Q3 2023. 2,830 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Asset Management Resources held 11,923 shares of Verizon worth $449K as of Q4 2023.
  • Asset Management Resources sold 2,226 Verizon shares in Q4 2023, an estimated $78.8K.
  • Verizon made up 0.26% of Asset Management Resources's portfolio in Q4 2023, its #26 holding.
  • Asset Management Resources first reported a position in Verizon in Q2 2023 and has held it in 3 quarters since.
  • Asset Management Resources's Verizon position peaked at $459K in Q3 2023.
  • 2,830 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.