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New Potomac Partners’s Verizon VZ Stock Holding History

New Potomac Partners’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 		$35.9K Buy
+800
New +$33.4K 0.02% 125
2023
Q1 		– Sell
-15,894
Closed -$626K – 73
2022
Q4 		$626K Sell
15,894
-15,382
-49% -$580K 0.46% 56
2022
Q3 		$1.19M Sell
31,276
-8,079
-21% -$360K 1% 44
2022
Q2 		$2M Buy
39,355
+1,185
+3% +$59.9K 1.6% 28
2022
Q1 		$1.94M Buy
38,170
+4,340
+13% +$230K 1.37% 33
2021
Q4 		$1.76M Buy
33,830
+386
+1% +$20.1K 1.14% 40
2021
Q3 		$1.81M Buy
33,444
+1,325
+4% +$73.3K 1.25% 37
2021
Q2 		$1.8M Buy
32,119
+120
+0.4% +$6.89K 1.22% 35
2021
Q1 		$1.86M Sell
31,999
-325
-1% -$18.3K 1.37% 33
2020
Q4 		$1.9M Buy
32,324
+145
+0.5% +$8.61K 1.37% 32
2020
Q3 		$1.91M Buy
32,179
+1,274
+4% +$74K 1.52% 30
2020
Q2 		$1.7M Sell
30,905
-75
-0.2% -$4.22K 1.52% 32
2020
Q1 		$1.67M Buy
30,980
+790
+3% +$45.2K 1.82% 24
2019
Q4 		$1.85M Buy
30,190
+750
+3% +$45.2K 1.73% 27
2019
Q3 		$1.78M Sell
29,440
-690
-2% -$39.7K 1.78% 29
2019
Q2 		$1.72M Sell
30,130
-1,300
-4% -$74.9K 1.75% 30
2019
Q1 		$1.86M Sell
31,430
-3,585
-10% -$203K 1.88% 22
2018
Q4 		$1.97M Sell
35,015
-790
-2% -$44.8K 2.12% 15
2018
Q3 		$1.91M Sell
35,805
-835
-2% -$44.2K 1.77% 27
2018
Q2 		$1.84M Sell
36,640
-125
-0.3% -$6.05K 1.78% 29
2018
Q1 		$1.76M Sell
36,765
-235
-0.6% -$11.8K 1.73% 29
2017
Q4 		$1.96M Buy
+37,000
New +$1.82M 1.87% 21

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

New Potomac Partners's VZ Position: Q3 2024 in Review

New Potomac Partners opened a new position in Verizon (VZ) in Q3 2024: 800 shares worth $35.9K. The stake represents 0.02% of the portfolio and ranks #125 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in VZ as recently as Q4 2022.

New Potomac Partners first reported a position in VZ in Q4 2017 and has held it in 22 quarters since. The position peaked at $2M in Q2 2022. 2,912 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • New Potomac Partners held 800 shares of Verizon worth $35.9K as of Q3 2024.
  • Verizon was a new New Potomac Partners position in Q3 2024.
  • Verizon made up 0.02% of New Potomac Partners's portfolio in Q3 2024, its #125 holding.
  • New Potomac Partners first reported a position in Verizon in Q4 2017 and has held it in 22 quarters since.
  • New Potomac Partners's Verizon position peaked at $2M in Q2 2022.
  • 2,912 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.