TKG Advisors’s Verizon VZ Stock Holding History

TKG 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
2024 Q1	–	Sell	-6,653	Closed	-$251K	–	113
2023 Q4	$251K	Sell	6,653 -2,079	-24%	-$73.6K	0.15%	84
2023 Q3	$283K	Buy	8,732 +1,051	+14%	+$35.5K	0.19%	79
2023 Q2	$286K	Buy	7,681 +1,706	+29%	+$63.1K	0.19%	79
2023 Q1	$232K	Buy	+5,975	New	+$236K	0.14%	78
2022 Q3	–	Sell	-4,614	Closed	-$234K	–	83
2022 Q2	$234K	Buy	4,614 +107	+2%	+$5.41K	0.2%	67
2022 Q1	$230K	Buy	+4,507	New	+$239K	0.18%	79

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

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

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

TKG Advisors's VZ Position: Q1 2024 in Review

TKG Advisors sold out of Verizon (VZ) in Q1 2024, closing a stake of 6,653 shares — an estimated $251K sold.

TKG Advisors first reported a position in VZ in Q1 2022 and held it in 6 quarters. The position peaked at $286K in Q2 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

TKG Advisors reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
TKG Advisors sold 6,653 Verizon shares in Q1 2024, an estimated $251K.
TKG Advisors first reported a position in Verizon in Q1 2022 and held it in 6 quarters.
TKG Advisors's Verizon position peaked at $286K in Q2 2023.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on TKG Advisors's 13F filing for Q1 2024, filed 1 May 2024.