Trinity Financial Advisors’s Verizon VZ Stock Holding History

Trinity Financial 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	-13,708	Closed	-$517K	–	77
2023 Q4	$517K	Sell	13,708 -68	-0.5%	-$2.41K	0.25%	37
2023 Q3	$446K	Sell	13,776 -2,791	-17%	-$94.3K	0.24%	42
2023 Q2	$616K	Buy	16,567 +2,164	+15%	+$80.1K	0.33%	28
2023 Q1	$560K	Buy	14,403 +198	+1%	+$7.81K	0.34%	29
2022 Q4	$560K	Sell	14,205 -4,698	-25%	-$177K	0.37%	27
2022 Q3	$718K	Buy	+18,903	New	+$842K	0.52%	25

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

Trinity Financial Advisors's VZ Position: Q1 2024 in Review

Trinity Financial Advisors sold out of Verizon (VZ) in Q1 2024, closing a stake of 13,708 shares — an estimated $517K sold.

Trinity Financial Advisors first reported a position in VZ in Q3 2022 and held it in 6 quarters. The position peaked at $718K in Q3 2022. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Trinity Financial Advisors reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Trinity Financial Advisors sold 13,708 Verizon shares in Q1 2024, an estimated $517K.
Trinity Financial Advisors first reported a position in Verizon in Q3 2022 and held it in 6 quarters.
Trinity Financial Advisors's Verizon position peaked at $718K in Q3 2022.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Trinity Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.