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Outlook Wealth Advisors’s Verizon VZ Stock Holding History

Outlook Wealth 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
-8,000
Closed -$336K – 295
2024
Q1 		$336K Buy
8,000
+1,259
+19% +$50.8K 0.1% 189
2023
Q4 		$254K Buy
+6,741
New +$239K 0.09% 193
2022
Q4 		– Sell
-12,723
Closed -$483K – 205
2022
Q3 		$483K Buy
12,723
+146
+1% +$6.5K 0.22% 114
2022
Q2 		$638K Buy
12,577
+609
+5% +$30.8K 0.26% 98
2022
Q1 		$610K Buy
11,968
+179
+2% +$9.48K 0.2% 121
2021
Q4 		$613K Buy
11,789
+460
+4% +$24K 0.18% 124
2021
Q3 		$612K Buy
11,329
+222
+2% +$12.3K 0.2% 121
2021
Q2 		$622K Sell
11,107
-186
-2% -$10.7K 0.2% 130
2021
Q1 		$657K Buy
11,293
+2,756
+32% +$156K 0.23% 108
2020
Q4 		$502K Sell
8,537
-456
-5% -$27.1K 0.18% 128
2020
Q3 		$535K Buy
8,993
+719
+9% +$41.8K 0.21% 108
2020
Q2 		$456K Sell
8,274
-1,957
-19% -$110K 0.19% 108
2020
Q1 		$550K Sell
10,231
-3,507
-26% -$201K 0.31% 71
2019
Q4 		$844K Sell
13,738
-775
-5% -$46.7K 0.48% 44
2019
Q3 		$876K Sell
14,513
-1,408
-9% -$81.1K 0.52% 45
2019
Q2 		$910K Sell
15,921
-902
-5% -$52K 0.6% 42
2019
Q1 		$994K Sell
16,823
-29,397
-64% -$1.66M 0.82% 29
2018
Q4 		$2.6M Buy
+46,220
New +$2.62M 1.18% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Outlook Wealth Advisors's VZ Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Verizon (VZ) in Q2 2024, closing a stake of 8,000 shares — an estimated $336K sold.

Outlook Wealth Advisors first reported a position in VZ in Q4 2018 and held it in 18 quarters. The position peaked at $2.6M in Q4 2018. 2,893 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,000 Verizon shares in Q2 2024, an estimated $336K.
  • Outlook Wealth Advisors first reported a position in Verizon in Q4 2018 and held it in 18 quarters.
  • Outlook Wealth Advisors's Verizon position peaked at $2.6M in Q4 2018.
  • 2,893 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.