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Symmetry Investments’s Verizon VZ Stock Holding History

Symmetry Investments’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
2023
Q4 		– Sell
-13,971
Closed -$453K – 245
2023
Q3 		$453K Buy
13,971
+1,548
+12% +$52.3K 0.09% 124
2023
Q2 		$462K Buy
12,423
+3,623
+41% +$134K 0.07% 124
2023
Q1 		$342K Buy
+8,800
New +$347K 0.08% 100

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symmetry Investments's VZ Position: Q4 2023 in Review

Symmetry Investments sold out of Verizon (VZ) in Q4 2023, closing a stake of 13,971 shares — an estimated $453K sold.

Symmetry Investments first reported a position in VZ in Q1 2023 and held it in 3 quarters. The position peaked at $462K in Q2 2023. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Symmetry Investments reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
  • Symmetry Investments sold 13,971 Verizon shares in Q4 2023, an estimated $453K.
  • Symmetry Investments first reported a position in Verizon in Q1 2023 and held it in 3 quarters.
  • Symmetry Investments's Verizon position peaked at $462K in Q2 2023.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Symmetry Investments's 13F filing for Q4 2023, filed 14 Feb 2024.