Strategic Planning Group’s Verizon VZ Stock Holding History

Strategic Planning 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	–	Sell	-18,686	Closed	-$784K	–	117
2024 Q1	$784K	Buy	18,686 +148	+0.8%	+$5.97K	0.2%	96
2023 Q4	$699K	Buy	+18,538	New	+$656K	0.23%	92

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

Strategic Planning Group's VZ Position: Q2 2024 in Review

Strategic Planning Group sold out of Verizon (VZ) in Q2 2024, closing a stake of 18,686 shares — an estimated $784K sold.

Strategic Planning Group first reported a position in VZ in Q4 2023 and held it in 2 quarters. The position peaked at $784K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Strategic Planning Group reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 18,686 Verizon shares in Q2 2024, an estimated $784K.
Strategic Planning Group first reported a position in Verizon in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's Verizon position peaked at $784K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.