Column Capital Advisors’s Verizon VZ Stock Holding History

Column Capital Advisors’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	$204K	Hold	6,286	–	–	0.03%	142
2023 Q2	$234K	Buy	6,286 +100	+2%	+$3.7K	0.03%	128
2023 Q1	$241K	Sell	6,186 -599	-9%	-$23.6K	0.04%	125
2022 Q4	$267K	Sell	6,785 -476	-7%	-$17.9K	0.04%	101
2022 Q3	$276K	Buy	7,261 +8	+0.1%	+$356	0.06%	91
2022 Q2	$368K	Buy	7,253 +7	+0.1%	+$354	0.07%	74
2022 Q1	$369K	Sell	7,246 -2,550	-26%	-$135K	0.07%	84
2021 Q4	$509K	Buy	9,796 +48	+0.5%	+$2.5K	0.1%	70
2021 Q3	$527K	Buy	9,748 +3,006	+45%	+$166K	0.11%	67
2021 Q2	$378K	Buy	6,742 +516	+8%	+$29.6K	0.08%	77
2021 Q1	$362K	Hold	6,226	–	–	0.08%	77
2020 Q4	$366K	Buy	6,226 +834	+15%	+$49.5K	0.09%	68
2020 Q3	$321K	Sell	5,392 -5,257	-49%	-$305K	0.1%	64
2020 Q2	$587K	Buy	10,649 +10	+0.1%	+$563	0.2%	46
2020 Q1	$572K	Buy	10,639 +4,539	+74%	+$260K	0.23%	40
2019 Q4	$374K	Buy	+6,100	New	+$368K	0.19%	51

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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

Dimensional Fund Advisors

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