Coulter & Justus Financial Services’s Verizon VZ Stock Holding History

Coulter & Justus Financial Services’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	-9,035	Closed	-$341K	–	124
2023 Q4	$341K	Buy	9,035 +13	+0.1%	+$460	0.23%	28
2023 Q3	$292K	Buy	9,022 +2,457	+37%	+$83K	0.21%	30
2023 Q2	$244K	Buy	6,565 +921	+16%	+$34.1K	0.17%	37
2023 Q1	$220K	Buy	+5,644	New	+$223K	0.14%	43

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

Coulter & Justus Financial Services's VZ Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Verizon (VZ) in Q1 2024, closing a stake of 9,035 shares — an estimated $341K sold.

Coulter & Justus Financial Services first reported a position in VZ in Q1 2023 and held it in 4 quarters. The position peaked at $341K in Q4 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Coulter & Justus Financial Services reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Coulter & Justus Financial Services sold 9,035 Verizon shares in Q1 2024, an estimated $341K.
Coulter & Justus Financial Services first reported a position in Verizon in Q1 2023 and held it in 4 quarters.
Coulter & Justus Financial Services's Verizon position peaked at $341K in Q4 2023.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.