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Tiedemann Advisors’s Verizon VZ Stock Holding History

Tiedemann 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
2023
Q3 		$8.14M Sell
251,060
-203,867
-45% -$6.89M 0.35% 32
2023
Q2 		$16.9M Sell
454,927
-17,245
-4% -$638K 0.72% 20
2023
Q1 		$18.4M Buy
472,172
+2,682
+0.6% +$106K 0.83% 20
2022
Q4 		$18.5M Buy
469,490
+6,054
+1% +$228K 0.89% 17
2022
Q3 		$17.6M Sell
463,436
-5,290
-1% -$236K 1.07% 16
2022
Q2 		$23.8M Buy
468,726
+305,491
+187% +$15.5M 1.79% 10
2022
Q1 		$8.31M Sell
163,235
-103,352
-39% -$5.47M 0.42% 32
2021
Q4 		$13.9M Buy
266,587
+40,631
+18% +$2.12M 0.68% 25
2021
Q3 		$12.2M Sell
225,956
-45,911
-17% -$2.54M 0.65% 25
2021
Q2 		$15.2M Sell
271,867
-62,016
-19% -$3.56M 0.61% 24
2021
Q1 		$19.4M Sell
333,883
-2,049
-0.6% -$116K 0.85% 20
2020
Q4 		$19.7M Sell
335,932
-4,581
-1% -$272K 0.96% 19
2020
Q3 		$20.3M Sell
340,513
-40,171
-11% -$2.33M 0.98% 15
2020
Q2 		$21M Sell
380,684
-686
-0.2% -$38.6K 1.12% 15
2020
Q1 		$20.5M Buy
381,370
+3,951
+1% +$226K 1.33% 17
2019
Q4 		$23.2M Sell
377,419
-36,419
-9% -$2.2M 1.11% 23
2019
Q3 		$25M Buy
413,838
+174,119
+73% +$10M 1.2% 19
2019
Q2 		$13.7M Buy
239,719
+202,994
+553% +$11.7M 0.69% 31
2019
Q1 		$2.17M Buy
36,725
+203
+0.6% +$11.5K 0.1% 129
2018
Q4 		$2.05M Buy
36,522
+12,969
+55% +$736K 0.11% 131
2018
Q3 		$1.26M Buy
23,553
+2,401
+11% +$127K 0.07% 149
2018
Q2 		$1.07M Buy
21,152
+9,053
+75% +$438K 0.07% 159
2018
Q1 		$577K Buy
12,099
+1,976
+20% +$99.3K 0.04% 193
2017
Q4 		$536K Sell
10,123
-21,561
-68% -$1.06M 0.04% 150
2017
Q3 		$1.65M Sell
31,684
-33,143
-51% -$1.56M 0.15% 111
2017
Q2 		$2.9M Sell
64,827
-6,555
-9% -$305K 0.21% 89
2017
Q1 		$3.48M Buy
71,382
+32,191
+82% +$1.62M 0.29% 68
2016
Q4 		$2.09M Buy
+39,191
New +$1.96M 0.21% 88

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tiedemann Advisors's VZ Position: Q3 2023 in Review

Tiedemann Advisors reduced its Verizon (VZ) stake by 45% in Q3 2023, selling an estimated $6.89M and leaving 251,060 shares worth $8.14M. The position accounts for 0.35% of the portfolio, ranked #32.

Tiedemann Advisors first reported a position in VZ in Q4 2016 and has held it in 28 quarters since. The position peaked at $25M in Q3 2019. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Tiedemann Advisors held 251,060 shares of Verizon worth $8.14M as of Q3 2023.
  • Tiedemann Advisors sold 203,867 Verizon shares in Q3 2023, an estimated $6.89M.
  • Verizon made up 0.35% of Tiedemann Advisors's portfolio in Q3 2023, its #32 holding.
  • Tiedemann Advisors first reported a position in Verizon in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's Verizon position peaked at $25M in Q3 2019.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.