Duality Advisers’s Verizon VZ Stock Holding History

Duality Advisers’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	–	Sell	-69,287	Closed	-$2.25M	–	758
2023 Q3	$2.25M	Buy	+69,287	New	+$2.34M	0.27%	136
2022 Q2	–	Sell	-112,315	Closed	-$5.72M	–	877
2022 Q1	$5.72M	Buy	+112,315	New	+$5.95M	0.61%	4
2021 Q1	–	Sell	-67,331	Closed	-$3.96M	–	708
2020 Q4	$3.96M	Buy	67,331 +38,791	+136%	+$2.3M	0.29%	85
2020 Q3	$1.7M	Sell	28,540 -42,887	-60%	-$2.49M	0.11%	262
2020 Q2	$3.94M	Buy	+71,427	New	+$4.02M	0.36%	67
2020 Q1	–	Sell	-138,814	Closed	-$8.52M	–	320
2019 Q4	$8.52M	Sell	138,814 -60,206	-30%	-$3.63M	0.51%	59
2019 Q3	$12M	Buy	199,020 +163,300	+457%	+$9.4M	0.67%	25
2019 Q2	$2.04M	Buy	+35,720	New	+$2.06M	0.18%	147
2019 Q1	–	Sell	-411,240	Closed	-$23.1M	–	276
2018 Q4	$23.1M	Buy	+411,240	New	+$23.3M	1.35%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Duality Advisers's VZ Position: Q4 2023 in Review

Duality Advisers sold out of Verizon (VZ) in Q4 2023, closing a stake of 69,287 shares — an estimated $2.25M sold.

Duality Advisers first reported a position in VZ in Q4 2018 and held it in 9 quarters. The position peaked at $23.1M in Q4 2018. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Duality Advisers reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Duality Advisers sold 69,287 Verizon shares in Q4 2023, an estimated $2.25M.
Duality Advisers first reported a position in Verizon in Q4 2018 and held it in 9 quarters.
Duality Advisers's Verizon position peaked at $23.1M in Q4 2018.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.