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Connectus Wealth’s Verizon VZ Stock Holding History

Connectus Wealth’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 		$438K Sell
10,436
-82,345
-89% -$3.32M 0.01% 295
2023
Q4 		$3.5M Sell
92,781
-12,449
-12% -$440K 0.07% 196
2023
Q3 		$3.41M Buy
105,230
+11,954
+13% +$404K 0.08% 201
2023
Q2 		$3.47M Buy
93,276
+45,337
+95% +$1.68M 0.08% 169
2023
Q1 		$1.86M Buy
47,939
+11,109
+30% +$438K 0.05% 229
2022
Q4 		$1.45M Sell
36,830
-6,044
-14% -$228K 0.03% 245
2022
Q3 		$1.63M Buy
42,874
+2,966
+7% +$132K 0.03% 273
2022
Q2 		$2.03M Sell
39,908
-6,041
-13% -$306K 0.05% 207
2022
Q1 		$2.39M Sell
45,949
-6,002
-12% -$318K 0.08% 153
2021
Q4 		$2.7M Buy
+51,951
New +$2.71M 0.1% 111

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

Connectus Wealth's VZ Position: Q1 2024 in Review

Connectus Wealth reduced its Verizon (VZ) stake by 89% in Q1 2024, selling an estimated $3.32M and leaving 10,436 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #295.

Connectus Wealth first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Connectus Wealth held 10,436 shares of Verizon worth $438K as of Q1 2024.
  • Connectus Wealth sold 82,345 Verizon shares in Q1 2024, an estimated $3.32M.
  • Verizon made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #295 holding.
  • Connectus Wealth first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Verizon position peaked at $3.5M in Q4 2023.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.