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Mezzasalma Advisors’s Verizon VZ Stock Holding History

Mezzasalma Advisors’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
-7,888
Closed -$331K – 107
2024
Q1 		$331K Sell
7,888
-6,339
-45% -$256K 0.16% 71
2023
Q4 		$536K Sell
14,227
-479
-3% -$16.9K 0.29% 44
2023
Q3 		$477K Sell
14,706
-1,986
-12% -$67.1K 0.29% 46
2023
Q2 		$621K Buy
16,692
+2,043
+14% +$75.6K 0.38% 40
2023
Q1 		$570K Buy
14,649
+849
+6% +$33.5K 0.4% 41
2022
Q4 		$544K Sell
13,800
-760
-5% -$28.6K 0.47% 40
2022
Q3 		$553K Sell
14,560
-227
-2% -$10.1K 0.44% 35
2022
Q2 		$750K Hold
14,787
– – 0.63% 32
2022
Q1 		$753K Buy
14,787
+4,100
+38% +$217K 0.47% 35
2021
Q4 		$555K Buy
10,687
+191
+2% +$9.96K 0.3% 45
2021
Q3 		$567K Hold
10,496
– – 0.32% 44
2021
Q2 		$588K Sell
10,496
-152
-1% -$8.72K 0.32% 43
2021
Q1 		$619K Sell
10,648
-40
-0.4% -$2.26K 0.4% 42
2020
Q4 		$628K Buy
+10,688
New +$635K 0.4% 43

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

Mezzasalma Advisors's VZ Position: Q2 2024 in Review

Mezzasalma Advisors sold out of Verizon (VZ) in Q2 2024, closing a stake of 7,888 shares — an estimated $331K sold.

Mezzasalma Advisors first reported a position in VZ in Q4 2020 and held it in 14 quarters. The position peaked at $753K in Q1 2022. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Mezzasalma Advisors reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 7,888 Verizon shares in Q2 2024, an estimated $331K.
  • Mezzasalma Advisors first reported a position in Verizon in Q4 2020 and held it in 14 quarters.
  • Mezzasalma Advisors's Verizon position peaked at $753K in Q1 2022.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Mezzasalma Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.