Alpha Financial Partners’s Verizon VZ Stock Holding History

Alpha Financial Partners’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 Q4	–	Sell	-4,978	Closed	-$224K	–	163
2024 Q3	$224K	Buy	+4,978	New	+$208K	0.16%	96
2024 Q1	–	Sell	-5,512	Closed	-$208K	–	88
2023 Q4	$208K	Buy	+5,512	New	+$195K	0.21%	77

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Alpha Financial Partners's VZ Position: Q4 2024 in Review

Alpha Financial Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,978 shares — an estimated $224K sold.

Alpha Financial Partners first reported a position in VZ in Q4 2023 and held it in 2 quarters. The position peaked at $224K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Alpha Financial Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Alpha Financial Partners sold 4,978 Verizon shares in Q4 2024, an estimated $224K.
Alpha Financial Partners first reported a position in Verizon in Q4 2023 and held it in 2 quarters.
Alpha Financial Partners's Verizon position peaked at $224K in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.