Spotlight Asset Group’s Verizon VZ Stock Holding History

Spotlight Asset 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 Q2	$62.9K	Hold	1,525	–	–	0.04%	126
2024 Q1	$64K	Hold	1,525	–	–	0.05%	129
2023 Q4	$49.4K	Hold	1,525	–	–	0.04%	134
2023 Q3	$49.4K	Hold	1,525	–	–	0.04%	134
2023 Q2	$56.7K	Buy	+1,525	New	+$56.4K	0.05%	129
2021 Q3	$307K	Sell	5,690 -1,592	-22%	-$88.1K	0.15%	91
2021 Q2	$408K	Buy	7,282 +13	+0.2%	+$746	0.16%	89
2021 Q1	$423K	Sell	7,269 -682	-9%	-$38.5K	0.16%	85
2020 Q4	$467K	Sell	7,951 -230	-3%	-$13.7K	0.17%	80
2020 Q3	$487K	Buy	8,181 +108	+1%	+$6.28K	0.19%	82
2020 Q2	$445K	Sell	8,073 -663	-8%	-$37.3K	0.19%	81
2020 Q1	$469K	Sell	8,736 -1,725	-16%	-$98.7K	0.25%	65
2019 Q4	$601K	Buy	+10,461	New	+$631K	0.29%	55

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Spotlight Asset Group's VZ Position: Q2 2024 in Review

Spotlight Asset Group held its Verizon (VZ) position steady in Q2 2024 at 1,525 shares worth $62.9K. The position accounts for 0.04% of the portfolio, ranked #126.

Spotlight Asset Group first reported a position in VZ in Q4 2019 and has held it in 13 quarters since. The position peaked at $601K in Q4 2019. 2,888 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Spotlight Asset Group held 1,525 shares of Verizon worth $62.9K as of Q2 2024.
Spotlight Asset Group left its Verizon share count unchanged in Q2 2024.
Verizon made up 0.04% of Spotlight Asset Group's portfolio in Q2 2024, its #126 holding.
Spotlight Asset Group first reported a position in Verizon in Q4 2019 and has held it in 13 quarters since.
Spotlight Asset Group's Verizon position peaked at $601K in Q4 2019.
2,888 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.