Anchor Pointe Wealth Management’s Verizon VZ Stock Holding History

Anchor Pointe 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 Q4	$457K	Buy	+11,540	New	+$487K	0.59%	43

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Anchor Pointe Wealth Management's VZ Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Verizon (VZ) in Q4 2024: 11,540 shares worth $457K. The stake represents 0.59% of the portfolio and ranks #43 among its holdings.

3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Anchor Pointe Wealth Management held 11,540 shares of Verizon worth $457K as of Q4 2024.
Verizon was a new Anchor Pointe Wealth Management position in Q4 2024.
Verizon made up 0.59% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #43 holding.
3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.