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Richmond Brothers’s Verizon VZ Stock Holding History

Richmond Brothers’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
-4,947
Closed -$208K – 26
2024
Q1 		$208K Sell
4,947
-820
-14% -$33.1K 0.38% 23
2023
Q4 		$217K Sell
5,767
-575
-9% -$20.3K 0.38% 22
2023
Q3 		$206K Sell
6,342
-811
-11% -$27.4K 0.39% 21
2023
Q2 		$266K Sell
7,153
-2,135
-23% -$79K 0.43% 18
2023
Q1 		$361K Sell
9,288
-3,365
-27% -$133K 0.61% 17
2022
Q4 		$499K Sell
12,653
-945
-7% -$35.6K 0.7% 15
2022
Q3 		$514K Sell
13,598
-561
-4% -$25K 0.57% 17
2022
Q2 		$717K Sell
14,159
-1,759
-11% -$89K 0.73% 15
2022
Q1 		$808K Sell
15,918
-1,154
-7% -$61.1K 0.62% 15
2021
Q4 		$883K Buy
+17,072
New +$891K 0.63% 15

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

Richmond Brothers's VZ Position: Q2 2024 in Review

Richmond Brothers sold out of Verizon (VZ) in Q2 2024, closing a stake of 4,947 shares — an estimated $208K sold.

Richmond Brothers first reported a position in VZ in Q4 2021 and held it in 10 quarters. The position peaked at $883K in Q4 2021. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Richmond Brothers reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Richmond Brothers sold 4,947 Verizon shares in Q2 2024, an estimated $208K.
  • Richmond Brothers first reported a position in Verizon in Q4 2021 and held it in 10 quarters.
  • Richmond Brothers's Verizon position peaked at $883K in Q4 2021.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Richmond Brothers's 13F filing for Q2 2024, filed 12 Aug 2024.