AAF Wealth Management’s Verizon VZ Stock Holding History

AAF Wealth Management’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 Q3	–	Sell	-4,861	Closed	-$200K	–	49
2024 Q2	$200K	Buy	4,861 +9	+0.2%	+$363	0.1%	45
2024 Q1	$204K	Sell	4,852 -1,169	-19%	-$47.2K	0.11%	40
2023 Q4	$227K	Sell	6,021 -890	-13%	-$31.5K	0.13%	41
2023 Q3	$224K	Buy	6,911 +224	+3%	+$7.57K	0.14%	38
2023 Q2	$249K	Sell	6,687 -60	-0.9%	-$2.22K	0.15%	38
2023 Q1	$262K	Buy	+6,747	New	+$266K	0.17%	36

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AAF Wealth Management's VZ Position: Q3 2024 in Review

AAF Wealth Management sold out of Verizon (VZ) in Q3 2024, closing a stake of 4,861 shares — an estimated $200K sold.

AAF Wealth Management first reported a position in VZ in Q1 2023 and held it in 6 quarters. The position peaked at $262K in Q1 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

AAF Wealth Management reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
AAF Wealth Management sold 4,861 Verizon shares in Q3 2024, an estimated $200K.
AAF Wealth Management first reported a position in Verizon in Q1 2023 and held it in 6 quarters.
AAF Wealth Management's Verizon position peaked at $262K in Q1 2023.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on AAF Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.