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Sentinel Pension Advisors’s Verizon VZ Stock Holding History

Sentinel Pension 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
-6,664
Closed -$280K – 117
2024
Q1 		$280K Buy
+6,664
New +$269K 0.06% 84
2021
Q4 		– Sell
-11,488
Closed -$620K – 103
2021
Q3 		$620K Buy
11,488
+4
+0% +$221 0.21% 53
2021
Q2 		$643K Buy
11,484
+89
+0.8% +$5.11K 0.23% 52
2021
Q1 		$663K Buy
+11,395
New +$643K 0.24% 44

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

Sentinel Pension Advisors's VZ Position: Q2 2024 in Review

Sentinel Pension Advisors sold out of Verizon (VZ) in Q2 2024, closing a stake of 6,664 shares — an estimated $280K sold.

Sentinel Pension Advisors first reported a position in VZ in Q1 2021 and held it in 4 quarters. The position peaked at $663K in Q1 2021. 2,893 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Sentinel Pension Advisors reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Sentinel Pension Advisors sold 6,664 Verizon shares in Q2 2024, an estimated $280K.
  • Sentinel Pension Advisors first reported a position in Verizon in Q1 2021 and held it in 4 quarters.
  • Sentinel Pension Advisors's Verizon position peaked at $663K in Q1 2021.
  • 2,893 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Sentinel Pension Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.