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Planning Capital Management Corporation’s Verizon VZ Stock Holding History

Planning Capital Management Corporation’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 		$4.29M Sell
95,506
-5,169
-5% -$216K 2.84% 9
2024
Q2 		$4.15M Sell
100,675
-2,672
-3% -$108K 2.93% 9
2024
Q1 		$4.34M Buy
103,347
+7,555
+8% +$305K 3.17% 6
2023
Q4 		$3.61M Buy
+95,792
New +$3.39M 2.82% 11

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

Planning Capital Management Corporation's VZ Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Verizon (VZ) stake by 5.1% in Q3 2024, selling an estimated $216K and leaving 95,506 shares worth $4.29M. The position accounts for 2.84% of the portfolio, ranked #9.

Planning Capital Management Corporation first reported a position in VZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.34M in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Planning Capital Management Corporation held 95,506 shares of Verizon worth $4.29M as of Q3 2024.
  • Planning Capital Management Corporation sold 5,169 Verizon shares in Q3 2024, an estimated $216K.
  • Verizon made up 2.84% of Planning Capital Management Corporation's portfolio in Q3 2024, its #9 holding.
  • Planning Capital Management Corporation first reported a position in Verizon in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Verizon position peaked at $4.34M in Q1 2024.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.