IF
VZ icon

Insight Folios’s Verizon VZ Stock Holding History

Insight Folios’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 		$8.31M Buy
184,961
+11,027
+6% +$460K 2.97% 11
2024
Q2 		$7.17M Buy
173,934
+2,827
+2% +$114K 2.94% 8
2024
Q1 		$7.18M Sell
171,107
-3,805
-2% -$153K 2.91% 7
2023
Q4 		$6.59M Buy
174,912
+9,451
+6% +$334K 2.85% 12
2023
Q3 		$5.36M Sell
165,461
-12,962
-7% -$438K 2.62% 17
2023
Q2 		$6.64M Buy
178,423
+11,240
+7% +$416K 2.78% 17
2023
Q1 		$6.5M Buy
167,183
+10,051
+6% +$396K 2.88% 15
2022
Q4 		$6.19M Buy
157,132
+34,581
+28% +$1.3M 2.8% 17
2022
Q3 		$4.65M Buy
122,551
+6,808
+6% +$303K 2.37% 25
2022
Q2 		$5.87M Buy
115,743
+9,129
+9% +$462K 2.79% 18
2022
Q1 		$5.43M Buy
106,614
+9,082
+9% +$481K 2.42% 24
2021
Q4 		$5.07M Buy
97,532
+4,313
+5% +$225K 2.37% 17
2021
Q3 		$5.04M Buy
93,219
+25,863
+38% +$1.43M 2.77% 12
2021
Q2 		$3.77M Buy
67,356
+5,617
+9% +$322K 2.22% 30
2021
Q1 		$3.59M Buy
61,739
+2,921
+5% +$165K 2.46% 30
2020
Q4 		$3.46M Buy
58,818
+3,944
+7% +$234K 2.57% 25
2020
Q3 		$3.26M Sell
54,874
-373
-0.7% -$21.7K 3.02% 14
2020
Q2 		$3.05M Sell
55,247
-8,504
-13% -$478K 2.92% 17
2020
Q1 		$3.42M Buy
63,751
+5,094
+9% +$291K 3.92% 8
2019
Q4 		$3.6M Buy
+58,657
New +$3.54M 3.19% 17

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

Insight Folios's VZ Position: Q3 2024 in Review

Insight Folios increased its Verizon (VZ) stake by 6.3% in Q3 2024, buying an estimated $460K and bringing the position to 184,961 shares worth $8.31M. The position accounts for 2.97% of the portfolio, ranked #11.

Insight Folios first reported a position in VZ in Q4 2019 and has held it in 20 quarters since. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Insight Folios held 184,961 shares of Verizon worth $8.31M as of Q3 2024.
  • Insight Folios bought 11,027 Verizon shares in Q3 2024, an estimated $460K.
  • Verizon made up 2.97% of Insight Folios's portfolio in Q3 2024, its #11 holding.
  • Insight Folios first reported a position in Verizon in Q4 2019 and has held it in 20 quarters since.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.