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DFPG Investments’s Verizon VZ Stock Holding History

DFPG Investments’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
Q4 		$5.58M Buy
142,497
+2,522
+2% +$89.2K 0.44% 51
2023
Q3 		$4.99M Buy
139,975
+20,299
+17% +$686K 0.46% 47
2023
Q2 		$4.07M Buy
119,676
+27,473
+30% +$1.02M 0.37% 61
2023
Q1 		$3.59M Buy
92,203
+28,086
+44% +$1.11M 0.39% 56
2022
Q4 		$2.64M Buy
64,117
+47,993
+298% +$1.81M 0.44% 53
2022
Q3 		$570K Buy
16,124
+4,440
+38% +$198K 0.24% 79
2022
Q2 		$587K Buy
11,684
+6,264
+116% +$317K 0.26% 75
2022
Q1 		$289K Buy
5,420
+673
+14% +$35.6K 0.11% 120
2021
Q4 		$253K Buy
4,747
+634
+15% +$33.1K 0.11% 138
2021
Q3 		$214K Buy
+4,113
New +$228K 0.08% 167
2019
Q4 		– Sell
-3,531
Closed -$211K – 184
2019
Q3 		$211K Sell
3,531
-730
-17% -$42K 0.17% 141
2019
Q2 		$240K Sell
4,261
-1,445
-25% -$83.3K 0.23% 125
2019
Q1 		$337K Buy
5,706
+59
+1% +$3.34K 0.36% 86
2018
Q4 		$317K Buy
+5,647
New +$320K 0.42% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

DFPG Investments's VZ Position: Q4 2023 in Review

DFPG Investments increased its Verizon (VZ) stake by 1.8% in Q4 2023, buying an estimated $89.2K and bringing the position to 142,497 shares worth $5.58M. The position accounts for 0.44% of the portfolio, ranked #51.

DFPG Investments first reported a position in VZ in Q4 2018 and has held it in 14 quarters since. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • DFPG Investments held 142,497 shares of Verizon worth $5.58M as of Q4 2023.
  • DFPG Investments bought 2,522 Verizon shares in Q4 2023, an estimated $89.2K.
  • Verizon made up 0.44% of DFPG Investments's portfolio in Q4 2023, its #51 holding.
  • DFPG Investments first reported a position in Verizon in Q4 2018 and has held it in 14 quarters since.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.