AWP
VZ icon

Atlas Wealth Partners’s Verizon VZ Stock Holding History

Atlas Wealth Partners’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 		– Sell
-5,982
Closed -$200K – 22
2023
Q3 		$200K Sell
5,982
-1,499
-20% -$50.6K 1.15% 16
2023
Q2 		$253K Sell
7,481
-407
-5% -$15.1K 0.73% 30
2023
Q1 		$294K Hold
7,888
– – 2.05% 10
2022
Q4 		$320K Buy
+7,888
New +$297K 1.98% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Wealth Partners's VZ Position: Q4 2023 in Review

Atlas Wealth Partners sold out of Verizon (VZ) in Q4 2023, closing a stake of 5,982 shares — an estimated $200K sold.

Atlas Wealth Partners first reported a position in VZ in Q4 2022 and held it in 4 quarters. The position peaked at $320K in Q4 2022. 2,826 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Atlas Wealth Partners reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
  • Atlas Wealth Partners sold 5,982 Verizon shares in Q4 2023, an estimated $200K.
  • Atlas Wealth Partners first reported a position in Verizon in Q4 2022 and held it in 4 quarters.
  • Atlas Wealth Partners's Verizon position peaked at $320K in Q4 2022.
  • 2,826 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Atlas Wealth Partners's 13F filing for Q4 2023, filed 29 Jan 2024.