VF
VZ icon

Vista Finance’s Verizon VZ Stock Holding History

Vista Finance’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
Q4 		– Sell
-15,509
Closed -$503K – 25
2023
Q3 		$503K Sell
15,509
-118
-0.8% -$3.99K 0.73% 21
2023
Q2 		$581K Buy
15,627
+29
+0.2% +$1.07K 0.91% 17
2023
Q1 		$607K Sell
15,598
-1,047
-6% -$41.3K 0.86% 17
2022
Q4 		$656K Sell
16,645
-3,207
-16% -$121K 0.92% 15
2022
Q3 		$754K Buy
19,852
+175
+0.9% +$7.79K 0.92% 18
2022
Q2 		$999K Buy
+19,677
New +$995K 1.31% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Vista Finance's VZ Position: Q4 2023 in Review

Vista Finance sold out of Verizon (VZ) in Q4 2023, closing a stake of 15,509 shares — an estimated $503K sold.

Vista Finance first reported a position in VZ in Q2 2022 and held it in 6 quarters. The position peaked at $999K in Q2 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

  • Vista Finance reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
  • Vista Finance sold 15,509 Verizon shares in Q4 2023, an estimated $503K.
  • Vista Finance first reported a position in Verizon in Q2 2022 and held it in 6 quarters.
  • Vista Finance's Verizon position peaked at $999K in Q2 2022.
  • 2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Vista Finance's 13F filing for Q4 2023, filed 13 Feb 2024.