Exchange Bank’s Verizon VZ Stock Holding History

Exchange Bank’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 Q2	–	Sell	-4,839	Closed	-$203K	–	116
2024 Q1	$203K	Sell	4,839 -485	-9%	-$19.6K	0.17%	113
2023 Q4	$201K	Buy	+5,324	New	+$188K	0.17%	108

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

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

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

Exchange Bank's VZ Position: Q2 2024 in Review

Exchange Bank sold out of Verizon (VZ) in Q2 2024, closing a stake of 4,839 shares — an estimated $203K sold.

Exchange Bank first reported a position in VZ in Q4 2023 and held it in 2 quarters. The position peaked at $203K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Exchange Bank reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Exchange Bank sold 4,839 Verizon shares in Q2 2024, an estimated $203K.
Exchange Bank first reported a position in Verizon in Q4 2023 and held it in 2 quarters.
Exchange Bank's Verizon position peaked at $203K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Exchange Bank's 13F filing for Q2 2024, filed 10 Jul 2024.