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Hamilton Wealth’s Verizon VZ Stock Holding History

Hamilton Wealth’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
Q3 		– Sell
-172,978
Closed -$7.13M – 133
2024
Q2 		$7.13M Buy
172,978
+742
+0.4% +$29.9K 1.92% 18
2024
Q1 		$7.23M Buy
+172,236
New +$6.95M 2.26% 14
2023
Q1 		– Sell
-6,672
Closed -$263K – 111
2022
Q4 		$263K Sell
6,672
-246,076
-97% -$9.27M 0.11% 67
2022
Q3 		$9.6M Buy
252,748
+50,524
+25% +$2.25M 4.05% 9
2022
Q2 		$10.3M Buy
202,224
+9,204
+5% +$466K 4.02% 12
2022
Q1 		$9.83M Buy
+193,020
New +$10.2M 4.27% 10
2021
Q1 		– Sell
-67,299
Closed -$3.95M – 69
2020
Q4 		$3.95M Sell
67,299
-1,533
-2% -$91K 2.03% 19
2020
Q3 		$4.09M Buy
68,832
+3,011
+5% +$175K 2.29% 19
2020
Q2 		$3.63M Buy
+65,821
New +$3.7M 2.16% 21

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hamilton Wealth's VZ Position: Q3 2024 in Review

Hamilton Wealth sold out of Verizon (VZ) in Q3 2024, closing a stake of 172,978 shares — an estimated $7.13M sold.

Hamilton Wealth first reported a position in VZ in Q2 2020 and held it in 9 quarters. The position peaked at $10.3M in Q2 2022. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Hamilton Wealth reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Hamilton Wealth sold 172,978 Verizon shares in Q3 2024, an estimated $7.13M.
  • Hamilton Wealth first reported a position in Verizon in Q2 2020 and held it in 9 quarters.
  • Hamilton Wealth's Verizon position peaked at $10.3M in Q2 2022.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Hamilton Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.