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Southern Capital Advisors’s Verizon VZ Stock Holding History

Southern 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
2024
Q3 		– Sell
-6,844
Closed -$282K – 82
2024
Q2 		$282K Buy
+6,844
New +$276K 0.17% 54
2024
Q1 		– Sell
-6,263
Closed -$236K – 79
2023
Q4 		$236K Sell
6,263
-447
-7% -$15.8K 0.17% 53
2023
Q3 		$217K Sell
6,710
-3,726
-36% -$126K 0.18% 55
2023
Q2 		$388K Sell
10,436
-420
-4% -$15.5K 0.3% 44
2023
Q1 		$422K Buy
10,856
+2,225
+26% +$87.7K 0.31% 43
2022
Q4 		$340K Buy
8,631
+1,602
+23% +$60.4K 0.26% 54
2022
Q3 		$267K Buy
7,029
+2,722
+63% +$121K 0.22% 53
2022
Q2 		$219K Buy
4,307
+31
+0.7% +$1.57K 0.17% 59
2022
Q1 		$218K Buy
4,276
+64
+2% +$3.39K 0.15% 72
2021
Q4 		$219K Buy
+4,212
New +$220K 0.14% 69

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

Southern Capital Advisors's VZ Position: Q3 2024 in Review

Southern Capital Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 6,844 shares — an estimated $282K sold.

Southern Capital Advisors first reported a position in VZ in Q4 2021 and held it in 10 quarters. The position peaked at $422K in Q1 2023. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Southern Capital Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Southern Capital Advisors sold 6,844 Verizon shares in Q3 2024, an estimated $282K.
  • Southern Capital Advisors first reported a position in Verizon in Q4 2021 and held it in 10 quarters.
  • Southern Capital Advisors's Verizon position peaked at $422K in Q1 2023.
  • 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Southern Capital Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.