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Retirement Group’s Verizon VZ Stock Holding History

Retirement Group’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
Q1 		$186K Sell
4,427
-121
-3% -$4.88K 0.07% 117
2023
Q4 		$171K Sell
4,548
-105
-2% -$3.71K 0.07% 117
2023
Q3 		$151K Sell
4,653
-364
-7% -$12.3K 0.06% 122
2023
Q2 		$187K Buy
5,017
+722
+17% +$26.7K 0.08% 103
2023
Q1 		$167K Buy
4,295
+18
+0.4% +$710 0.08% 100
2022
Q4 		$169K Buy
4,277
+2,731
+177% +$103K 0.08% 96
2022
Q3 		$59K Sell
1,546
-5,236
-77% -$233K 0.05% 109
2022
Q2 		$344K Buy
6,782
+1,023
+18% +$51.7K 0.14% 76
2022
Q1 		$293K Buy
5,759
+478
+9% +$25.3K 0.11% 88
2021
Q4 		$274K Buy
5,281
+1,418
+37% +$74K 0.12% 97
2021
Q3 		$209K Buy
3,863
+135
+4% +$7.47K 0.1% 115
2021
Q2 		$209K Sell
3,728
-1,256
-25% -$72.1K 0.1% 108
2021
Q1 		$290K Buy
4,984
+104
+2% +$5.87K 0.13% 103
2020
Q4 		$286K Buy
4,880
+519
+12% +$30.8K 0.13% 100
2020
Q3 		$259K Sell
4,361
-91
-2% -$5.29K 0.15% 108
2020
Q2 		$245K Buy
+4,452
New +$250K 0.15% 100
2019
Q4 		$226K Buy
+3,686
New +$222K 0.15% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Retirement Group's VZ Position: Q1 2024 in Review

Retirement Group reduced its Verizon (VZ) stake by 2.7% in Q1 2024, selling an estimated $4.88K and leaving 4,427 shares worth $186K. The position accounts for 0.07% of the portfolio, ranked #117.

Retirement Group first reported a position in VZ in Q4 2019 and has held it in 17 quarters since. The position peaked at $344K in Q2 2022. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Retirement Group held 4,427 shares of Verizon worth $186K as of Q1 2024.
  • Retirement Group sold 121 Verizon shares in Q1 2024, an estimated $4.88K.
  • Verizon made up 0.07% of Retirement Group's portfolio in Q1 2024, its #117 holding.
  • Retirement Group first reported a position in Verizon in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Verizon position peaked at $344K in Q2 2022.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.