Briggs Advisory Group’s Verizon VZ Stock Holding History

Briggs Advisory Group’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 Q3	$299K	Hold	9,238	–	–	0.17%	53
2023 Q2	$344K	Hold	9,238	–	–	0.19%	48
2023 Q1	$359K	Hold	9,238	–	–	0.21%	46
2022 Q4	$364K	Hold	9,238	–	–	0.23%	45
2022 Q3	$351K	Hold	9,238	–	–	0.26%	42
2022 Q2	$469K	Sell	9,238 -53	-0.6%	-$2.68K	0.34%	39
2022 Q1	$473K	Hold	9,291	–	–	0.31%	39
2021 Q4	$483K	Buy	+9,291	New	+$485K	0.33%	38

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Briggs Advisory Group's VZ Position: Q3 2023 in Review

Briggs Advisory Group held its Verizon (VZ) position steady in Q3 2023 at 9,238 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #53.

Briggs Advisory Group first reported a position in VZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $483K in Q4 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Briggs Advisory Group held 9,238 shares of Verizon worth $299K as of Q3 2023.
Briggs Advisory Group left its Verizon share count unchanged in Q3 2023.
Verizon made up 0.17% of Briggs Advisory Group's portfolio in Q3 2023, its #53 holding.
Briggs Advisory Group first reported a position in Verizon in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Verizon position peaked at $483K in Q4 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.