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Fernwood Investment Management’s Verizon VZ Stock Holding History

Fernwood Investment Management’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
-485
Closed -$20.4K – 683
2024
Q1 		$20.4K Buy
+485
New +$19.6K 0.01% 454
2014
Q1 		– Sell
-10,247
Closed -$504K – 132
2013
Q4 		$504K Buy
+10,247
New +$504K 0.33% 79

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

Fernwood Investment Management's VZ Position: Q2 2024 in Review

Fernwood Investment Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 485 shares — an estimated $20.4K sold.

Fernwood Investment Management first reported a position in VZ in Q4 2013 and held it in 2 quarters. The position peaked at $504K in Q4 2013. 2,888 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Fernwood Investment Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 485 Verizon shares in Q2 2024, an estimated $20.4K.
  • Fernwood Investment Management first reported a position in Verizon in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's Verizon position peaked at $504K in Q4 2013.
  • 2,888 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.