Chico Wealth RIA’s Verizon VZ Stock Holding History

Chico Wealth RIA’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	-5,766	Closed	-$217K	–	35
2023 Q4	$217K	Buy	+5,766	New	+$204K	0.23%	29

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

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

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

Chico Wealth RIA's VZ Position: Q1 2024 in Review

Chico Wealth RIA sold out of Verizon (VZ) in Q1 2024, closing a stake of 5,766 shares — an estimated $217K sold.

Chico Wealth RIA first reported a position in VZ in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 2,864 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Chico Wealth RIA reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Chico Wealth RIA sold 5,766 Verizon shares in Q1 2024, an estimated $217K.
Chico Wealth RIA first reported a position in Verizon in Q4 2023 and held it in 1 quarter.
Chico Wealth RIA's Verizon position peaked at $217K in Q4 2023.
2,864 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Chico Wealth RIA's 13F filing for Q1 2024, filed 18 Apr 2024.