Capstone Triton Financial Group’s Verizon VZ Stock Holding History

Capstone Triton Financial 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	–	Sell	-58,516	Closed	-$2.18M	–	111
2023 Q2	$2.18M	Buy	58,516 +1,227	+2%	+$45.4K	1.5%	24
2023 Q1	$2.23M	Buy	57,289 +1,670	+3%	+$65.9K	1.68%	21
2022 Q4	$2.19M	Sell	55,619 -13,568	-20%	-$511K	1.76%	20
2022 Q3	$2.63M	Sell	69,187 -3,117	-4%	-$139K	2.25%	10
2022 Q2	$3.45M	Buy	72,304 +779	+1%	+$39.4K	2.6%	7
2022 Q1	$3.47M	Buy	+71,525	New	+$3.79M	2.42%	8
2021 Q4	–	Sell	-61,348	Closed	-$3.23M	–	121
2021 Q3	$3.23M	Buy	61,348 +4,956	+9%	+$274K	1.94%	12
2021 Q2	$3.16M	Buy	56,392 +7,289	+15%	+$418K	1.94%	11
2021 Q1	$2.85M	Buy	49,103 +537	+1%	+$30.3K	1.89%	14
2020 Q4	$2.85M	Buy	+48,566	New	+$2.88M	1.75%	11

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

Capstone Triton Financial Group's VZ Position: Q3 2023 in Review

Capstone Triton Financial Group sold out of Verizon (VZ) in Q3 2023, closing a stake of 58,516 shares — an estimated $2.18M sold.

Capstone Triton Financial Group first reported a position in VZ in Q4 2020 and held it in 10 quarters. The position peaked at $3.47M in Q1 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Capstone Triton Financial Group reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Capstone Triton Financial Group sold 58,516 Verizon shares in Q3 2023, an estimated $2.18M.
Capstone Triton Financial Group first reported a position in Verizon in Q4 2020 and held it in 10 quarters.
Capstone Triton Financial Group's Verizon position peaked at $3.47M in Q1 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Capstone Triton Financial Group's 13F filing for Q3 2023, filed 11 Oct 2023.