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Cedar Brook Financial Partners’s Verizon VZ Stock Holding History

Cedar Brook Financial 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
-9,273
Closed -$389K – 420
2024
Q1 		$389K Sell
9,273
-708
-7% -$28.6K 0.08% 258
2023
Q4 		$378K Buy
9,981
+203
+2% +$7.18K 0.08% 237
2023
Q3 		$317K Sell
9,778
-1,297
-12% -$43.8K 0.08% 243
2023
Q2 		$412K Buy
11,075
+294
+3% +$10.9K 0.1% 213
2023
Q1 		$419K Sell
10,781
-886
-8% -$34.9K 0.11% 204
2022
Q4 		$460K Sell
11,667
-3,320
-22% -$125K 0.13% 189
2022
Q3 		$569K Sell
14,987
-311
-2% -$13.9K 0.18% 139
2022
Q2 		$776K Sell
15,298
-336
-2% -$17K 0.24% 105
2022
Q1 		$796K Buy
15,634
+1,470
+10% +$77.9K 0.21% 120
2021
Q4 		$736K Sell
14,164
-284
-2% -$14.8K 0.19% 130
2021
Q3 		$780K Sell
14,448
-978
-6% -$54.1K 0.23% 112
2021
Q2 		$864K Buy
15,426
+3,057
+25% +$175K 0.25% 103
2021
Q1 		$719K Sell
12,369
-2,063
-14% -$116K 0.25% 103
2020
Q4 		$848K Sell
14,432
-1,891
-12% -$112K 0.3% 86
2020
Q3 		$971K Buy
16,323
+817
+5% +$47.5K 0.38% 66
2020
Q2 		$855K Buy
15,506
+1,219
+9% +$68.6K 0.38% 73
2020
Q1 		$768K Buy
14,287
+2,304
+19% +$132K 0.43% 70
2019
Q4 		$736K Buy
11,983
+660
+6% +$39.8K 0.31% 90
2019
Q3 		$683K Sell
11,323
-340
-3% -$19.6K 0.3% 98
2019
Q2 		$666K Buy
11,663
+758
+7% +$43.7K 0.31% 103
2019
Q1 		$645K Buy
10,905
+257
+2% +$14.6K 0.31% 98
2018
Q4 		$599K Buy
+10,648
New +$604K 0.36% 87

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

Cedar Brook Financial Partners's VZ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Verizon (VZ) in Q2 2024, closing a stake of 9,273 shares — an estimated $389K sold.

Cedar Brook Financial Partners first reported a position in VZ in Q4 2018 and held it in 22 quarters. The position peaked at $971K in Q3 2020. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 9,273 Verizon shares in Q2 2024, an estimated $389K.
  • Cedar Brook Financial Partners first reported a position in Verizon in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Verizon position peaked at $971K in Q3 2020.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.