Private Capital Advisors’s Verizon VZ Stock Holding History

Private Capital 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
2023 Q4	–	Sell	-8,214	Closed	-$289K	–	94
2023 Q3	$289K	Hold	8,214	–	–	0.04%	70
2023 Q2	$305K	Buy	8,214 +3,000	+58%	+$111K	0.05%	67
2023 Q1	$203K	Buy	+5,214	New	+$206K	0.04%	78
2017 Q3	–	Sell	-25,736	Closed	-$1.15M	–	122
2017 Q2	$1.15M	Sell	25,736 -4,322	-14%	-$201K	0.37%	62
2017 Q1	$1.47M	Sell	30,058 -1,134	-4%	-$56.9K	0.48%	55
2016 Q4	$1.67M	Sell	31,192 -498	-2%	-$24.9K	0.57%	49
2016 Q3	$1.65M	Buy	31,690 +365	+1%	+$19.6K	0.59%	46
2016 Q2	$1.75M	Sell	31,325 -197	-0.6%	-$10.2K	0.66%	44
2016 Q1	$1.71M	Sell	31,522 -78	-0.2%	-$3.9K	0.76%	43
2015 Q4	$1.46M	Hold	31,600	–	–	0.63%	52
2015 Q3	$1.38M	Sell	31,600 -22,901	-42%	-$1.06M	0.58%	52
2015 Q2	$2.54M	Buy	54,501 +27,399	+101%	+$1.34M	0.83%	47
2015 Q1	$1.32M	Sell	27,102 -78	-0.3%	-$3.77K	0.48%	60
2014 Q4	$1.27M	Sell	27,180 -269	-1%	-$13.2K	0.48%	64
2014 Q3	$1.37M	Sell	27,449 -1,905	-6%	-$94.7K	0.44%	67
2014 Q2	$1.44M	Sell	29,354 -1,075	-4%	-$52.1K	0.46%	66
2014 Q1	$1.45M	Buy	+30,429	New	+$1.44M	0.55%	59

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Capital Advisors's VZ Position: Q4 2023 in Review

Private Capital Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 8,214 shares — an estimated $289K sold.

Private Capital Advisors first reported a position in VZ in Q1 2014 and held it in 17 quarters. The position peaked at $2.54M in Q2 2015. 2,830 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Private Capital Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Private Capital Advisors sold 8,214 Verizon shares in Q4 2023, an estimated $289K.
Private Capital Advisors first reported a position in Verizon in Q1 2014 and held it in 17 quarters.
Private Capital Advisors's Verizon position peaked at $2.54M in Q2 2015.
2,830 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Private Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.