Tilia Fiduciary Partners’s Verizon VZ Stock Holding History

Tilia Fiduciary Partners’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	–	Sell	-2,679	Closed	-$99.6K	–	497
2023 Q2	$99.6K	Sell	2,679 -135	-5%	-$5K	0.09%	135
2023 Q1	$109K	Sell	2,814 -402	-13%	-$15.9K	0.1%	128
2022 Q4	$127K	Buy	3,216 +5	+0.2%	+$188	0.12%	121
2022 Q3	$115K	Buy	3,211 +12	+0.4%	+$534	0.12%	122
2022 Q2	$162K	Buy	3,199 +12	+0.4%	+$607	0.15%	105
2022 Q1	$162K	Buy	3,187 +10	+0.3%	+$530	0.14%	116
2021 Q4	$165K	Buy	+3,177	New	+$166K	0.13%	118

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Tilia Fiduciary Partners's VZ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Verizon (VZ) in Q3 2023, closing a stake of 2,679 shares — an estimated $99.6K sold.

Tilia Fiduciary Partners first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $165K in Q4 2021. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,679 Verizon shares in Q3 2023, an estimated $99.6K.
Tilia Fiduciary Partners first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Verizon position peaked at $165K in Q4 2021.
2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.