B&D White Capital Company’s Verizon VZ Stock Holding History

B&D White Capital 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 Q4	–	Sell	-14,750	Closed	-$478K	–	82
2023 Q3	$478K	Buy	+14,750	New	+$498K	0.18%	36
2023 Q1	–	Sell	-78,475	Closed	-$3.09M	–	109
2022 Q4	$3.09M	Buy	78,475 +54,325	+225%	+$2.05M	0.77%	24
2022 Q3	$916K	Buy	+24,150	New	+$1.08M	0.34%	33
2021 Q4	–	Sell	-16,900	Closed	-$912K	–	74
2021 Q3	$912K	Buy	16,900 +13,100	+345%	+$725K	0.35%	47
2021 Q2	$212K	Sell	3,800 -5,435	-59%	-$312K	0.09%	41
2021 Q1	$510K	Buy	+9,235	New	+$521K	0.27%	37

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

B&D White Capital Company's VZ Position: Q4 2023 in Review

B&D White Capital Company sold out of Verizon (VZ) in Q4 2023, closing a stake of 14,750 shares — an estimated $478K sold.

B&D White Capital Company first reported a position in VZ in Q1 2021 and held it in 6 quarters. The position peaked at $3.09M in Q4 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

B&D White Capital Company reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
B&D White Capital Company sold 14,750 Verizon shares in Q4 2023, an estimated $478K.
B&D White Capital Company first reported a position in Verizon in Q1 2021 and held it in 6 quarters.
B&D White Capital Company's Verizon position peaked at $3.09M in Q4 2022.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on B&D White Capital Company's 13F filing for Q4 2023, filed 30 Jan 2024.