SCA
VZ icon

Strategic Capital Advisers’s Verizon VZ Stock Holding History

Strategic Capital Advisers’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
2022
Q2 		$2.6M Buy
51,219
+9,976
+24% +$505K 2.15% 22
2022
Q1 		$2.1M Sell
41,243
-93
-0.2% -$4.93K 1.6% 32
2021
Q4 		$2.15M Buy
41,336
+2,780
+7% +$145K 1.54% 34
2021
Q3 		$2.08M Buy
38,556
+357
+0.9% +$19.7K 1.62% 31
2021
Q2 		$2.14M Buy
38,199
+657
+2% +$37.7K 1.77% 30
2021
Q1 		$2.18M Sell
37,542
-2,820
-7% -$159K 1.9% 28
2020
Q4 		$2.37M Buy
40,362
+584
+1% +$34.7K 2.02% 23
2020
Q3 		$2.37M Buy
39,778
+814
+2% +$47.3K 2.22% 22
2020
Q2 		$2.15M Sell
38,964
-754
-2% -$42.4K 2.16% 22
2020
Q1 		$2.13M Buy
39,718
+431
+1% +$24.7K 2.58% 18
2019
Q4 		$2.41M Buy
39,287
+14
+0% +$844 2.26% 21
2019
Q3 		$2.37M Buy
39,273
+24
+0.1% +$1.38K 2.64% 17
2019
Q2 		$2.24M Sell
39,249
-1,837
-4% -$106K 2.36% 19
2019
Q1 		$2.43M Buy
41,086
+2,768
+7% +$157K 2.63% 14
2018
Q4 		$2.15M Sell
38,318
-16,786
-30% -$952K 2.31% 16
2018
Q3 		$2.94M Buy
55,104
+100
+0.2% +$5.29K 2.1% 22
2018
Q2 		$2.85M Buy
55,004
+20,745
+61% +$1M 2.08% 24
2018
Q1 		$1.81M Hold
34,259
– – 1.79% 28
2017
Q4 		$1.81M Buy
+34,259
New +$1.68M 1.78% 28

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return