Axiom Advisory’s Verizon VZ Stock Holding History

Axiom Advisory’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	$1.77M	Sell	42,628 -5,461	-11%	-$228K	0.02%	122
2024 Q2	$1.94M	Buy	+48,089	New	+$1.94M	0.02%	111

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

Axiom Advisory's VZ Position: Q3 2024 in Review

Axiom Advisory reduced its Verizon (VZ) stake by 11% in Q3 2024, selling an estimated $228K and leaving 42,628 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #122.

Axiom Advisory first reported a position in VZ in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.94M in Q2 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Axiom Advisory held 42,628 shares of Verizon worth $1.77M as of Q3 2024.
Axiom Advisory sold 5,461 Verizon shares in Q3 2024, an estimated $228K.
Verizon made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #122 holding.
Axiom Advisory first reported a position in Verizon in Q2 2024 and has held it in 2 quarters since.
Axiom Advisory's Verizon position peaked at $1.94M in Q2 2024.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.