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Coppell Advisory Solutions Corp’s Verizon VZ Stock Holding History

Coppell Advisory Solutions Corp’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 		$545K Buy
+12,987
New +$524K 0.1% 147
2023
Q1 		$583K Buy
15,079
+2,421
+19% +$95.5K 0.19% 116
2022
Q4 		$499K Buy
+12,658
New +$477K 0.17% 114

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

Coppell Advisory Solutions Corp's VZ Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Verizon (VZ) in Q1 2024: 12,987 shares worth $545K. The stake represents 0.1% of the portfolio and ranks #147 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in VZ as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in VZ in Q4 2022 and has held it in 3 quarters since. The position peaked at $583K in Q1 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Coppell Advisory Solutions Corp held 12,987 shares of Verizon worth $545K as of Q1 2024.
  • Verizon was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Verizon made up 0.1% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #147 holding.
  • Coppell Advisory Solutions Corp first reported a position in Verizon in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Verizon position peaked at $583K in Q1 2023.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.