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Bourgeon Capital Management’s Verizon VZ Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-100
Closed -$3.77K – 377
2023
Q4 		$3.77K Hold
100
– – ﹤0.01% 280
2023
Q3 		$3.24K Hold
100
– – ﹤0.01% 271
2023
Q2 		$3.72K Hold
100
– – ﹤0.01% 283
2023
Q1 		$3.89K Sell
100
-120
-55% -$4.73K ﹤0.01% 269
2022
Q4 		$8.67K Buy
220
+120
+120% +$4.52K ﹤0.01% 243
2022
Q3 		$4K Hold
100
– – ﹤0.01% 282
2022
Q2 		$5K Buy
+100
New +$5.06K ﹤0.01% 252

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

Bourgeon Capital Management's VZ Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 100 shares — an estimated $3.77K sold.

Bourgeon Capital Management first reported a position in VZ in Q2 2022 and held it in 7 quarters. The position peaked at $8.67K in Q4 2022. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 100 Verizon shares in Q1 2024, an estimated $3.77K.
  • Bourgeon Capital Management first reported a position in Verizon in Q2 2022 and held it in 7 quarters.
  • Bourgeon Capital Management's Verizon position peaked at $8.67K in Q4 2022.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.