Virtus Investment Advisers’s Verizon VZ Stock Holding History

Virtus Investment Advisers’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 Q2	–	Sell	-5,120	Closed	-$215K	–	377
2024 Q1	$215K	Hold	5,120	–	–	0.15%	185
2023 Q4	$193K	Buy	+5,120	New	+$181K	0.14%	197
2022 Q4	–	Sell	-5,073	Closed	-$193K	–	377
2022 Q3	$193K	Buy	+5,073	New	+$226K	0.09%	203
2018 Q1	–	Sell	-30,634	Closed	-$1.62M	–	429
2017 Q4	$1.62M	Sell	30,634 -3,669	-11%	-$180K	0.18%	162
2017 Q3	$1.7M	Sell	34,303 -4,703	-12%	-$221K	0.18%	168
2017 Q2	$1.74M	Sell	39,006 -5,464	-12%	-$255K	0.17%	169
2017 Q1	$2.17M	Buy	44,470 +18,170	+69%	+$912K	0.19%	156
2016 Q4	$1.4M	Sell	26,300 -108,138	-80%	-$5.4M	0.11%	229
2016 Q3	$6.99M	Buy	+134,438	New	+$7.22M	0.45%	64

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

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

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

Virtus Investment Advisers's VZ Position: Q2 2024 in Review

Virtus Investment Advisers sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,120 shares — an estimated $215K sold.

Virtus Investment Advisers first reported a position in VZ in Q3 2016 and held it in 9 quarters. The position peaked at $6.99M in Q3 2016. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Virtus Investment Advisers reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Virtus Investment Advisers sold 5,120 Verizon shares in Q2 2024, an estimated $215K.
Virtus Investment Advisers first reported a position in Verizon in Q3 2016 and held it in 9 quarters.
Virtus Investment Advisers's Verizon position peaked at $6.99M in Q3 2016.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.