Capasso Planning Partners’s Verizon VZ Stock Holding History

Capasso Planning Partners’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	-5,648	Closed	-$237K	–	152
2024 Q1	$237K	Buy	+5,648	New	+$228K	0.1%	98
2022 Q3	–	Sell	-4,003	Closed	-$203K	–	100
2022 Q2	$203K	Buy	+4,003	New	+$202K	0.14%	83

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capasso Planning Partners's VZ Position: Q2 2024 in Review

Capasso Planning Partners sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,648 shares — an estimated $237K sold.

Capasso Planning Partners first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Capasso Planning Partners reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Capasso Planning Partners sold 5,648 Verizon shares in Q2 2024, an estimated $237K.
Capasso Planning Partners first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
Capasso Planning Partners's Verizon position peaked at $237K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.