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Benchmark Investment Advisors’s Verizon VZ Stock Holding History

Benchmark Investment Advisors’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
2024
Q1 		– Sell
-6,719
Closed -$253K – 96
2023
Q4 		$253K Buy
6,719
+536
+9% +$19K 0.23% 79
2023
Q3 		$200K Buy
6,183
+2
+0% +$68 0.2% 77
2023
Q2 		$230K Buy
6,181
+617
+11% +$22.8K 0.21% 82
2023
Q1 		$216K Sell
5,564
-11,397
-67% -$449K 0.22% 86
2022
Q4 		$668K Sell
16,961
-1,943
-10% -$73.2K 0.71% 50
2022
Q3 		$718K Sell
18,904
-180
-0.9% -$8.02K 0.77% 44
2022
Q2 		$968K Buy
19,084
+1,715
+10% +$86.8K 1.01% 35
2022
Q1 		$885K Sell
17,369
-2,204
-11% -$117K 0.67% 42
2021
Q4 		$1.02M Buy
+19,573
New +$1.02M 0.84% 40

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

Benchmark Investment Advisors's VZ Position: Q1 2024 in Review

Benchmark Investment Advisors sold out of Verizon (VZ) in Q1 2024, closing a stake of 6,719 shares — an estimated $253K sold.

Benchmark Investment Advisors first reported a position in VZ in Q4 2021 and held it in 9 quarters. The position peaked at $1.02M in Q4 2021. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Benchmark Investment Advisors reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 6,719 Verizon shares in Q1 2024, an estimated $253K.
  • Benchmark Investment Advisors first reported a position in Verizon in Q4 2021 and held it in 9 quarters.
  • Benchmark Investment Advisors's Verizon position peaked at $1.02M in Q4 2021.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Benchmark Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.