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Birchcreek Wealth Management’s Verizon VZ Stock Holding History

Birchcreek Wealth Management’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
Q2 		– Sell
-5,642
Closed -$237K – 176
2024
Q1 		$237K Sell
5,642
-23
-0.4% -$928 0.12% 134
2023
Q4 		$214K Buy
+5,665
New +$200K 0.13% 127
2023
Q2 		– Sell
-5,154
Closed -$200K – 143
2023
Q1 		$200K Sell
5,154
-1,867
-27% -$73.6K 0.16% 128
2022
Q4 		$277K Buy
7,021
+147
+2% +$5.54K 0.25% 102
2022
Q3 		$261K Buy
6,874
+241
+4% +$10.7K 0.24% 96
2022
Q2 		$337K Sell
6,633
-124
-2% -$6.27K 0.3% 75
2022
Q1 		$344K Buy
6,757
+158
+2% +$8.37K 0.3% 75
2021
Q4 		$343K Sell
6,599
-695
-10% -$36.3K 0.3% 77
2021
Q3 		$394K Buy
7,294
+260
+4% +$14.4K 0.37% 66
2021
Q2 		$394K Buy
7,034
+878
+14% +$50.4K 0.38% 60
2021
Q1 		$358K Sell
6,156
-827
-12% -$46.7K 0.38% 65
2020
Q4 		$410K Buy
+6,983
New +$415K 0.4% 59

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Birchcreek Wealth Management's VZ Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,642 shares — an estimated $237K sold.

Birchcreek Wealth Management first reported a position in VZ in Q4 2020 and held it in 12 quarters. The position peaked at $410K in Q4 2020. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,642 Verizon shares in Q2 2024, an estimated $237K.
  • Birchcreek Wealth Management first reported a position in Verizon in Q4 2020 and held it in 12 quarters.
  • Birchcreek Wealth Management's Verizon position peaked at $410K in Q4 2020.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.