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Amplius Wealth Advisors’s Verizon VZ Stock Holding History

Amplius Wealth 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
Q4 		– Sell
-4,784
Closed -$215K – 187
2024
Q3 		$215K Sell
4,784
-259
-5% -$10.8K 0.02% 166
2024
Q2 		$208K Sell
5,043
-953
-16% -$38.4K 0.02% 161
2024
Q1 		$252K Sell
5,996
-573
-9% -$23.1K 0.03% 149
2023
Q4 		$248K Buy
6,569
+135
+2% +$4.78K 0.03% 142
2023
Q3 		$209K Buy
6,434
+4
+0.1% +$135 0.03% 151
2023
Q2 		$239K Sell
6,430
-752
-10% -$27.8K 0.03% 143
2023
Q1 		$279K Sell
7,182
-56
-0.8% -$2.21K 0.04% 131
2022
Q4 		$285K Sell
7,238
-2,661
-27% -$100K 0.05% 119
2022
Q3 		$376K Buy
9,899
+914
+10% +$40.7K 0.07% 103
2022
Q2 		$456K Buy
8,985
+226
+3% +$11.4K 0.07% 98
2022
Q1 		$446K Buy
8,759
+385
+5% +$20.4K 0.07% 109
2021
Q4 		$435K Buy
+8,374
New +$437K 0.06% 122

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Amplius Wealth Advisors's VZ Position: Q4 2024 in Review

Amplius Wealth Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,784 shares — an estimated $215K sold.

Amplius Wealth Advisors first reported a position in VZ in Q4 2021 and held it in 12 quarters. The position peaked at $456K in Q2 2022. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Amplius Wealth Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 4,784 Verizon shares in Q4 2024, an estimated $215K.
  • Amplius Wealth Advisors first reported a position in Verizon in Q4 2021 and held it in 12 quarters.
  • Amplius Wealth Advisors's Verizon position peaked at $456K in Q2 2022.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Amplius Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.