Baron Wealth Management’s Verizon VZ Stock Holding History

Baron 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	-5,341	Closed	-$220K	–	218
2024 Q2	$220K	Buy	5,341 +96	+2%	+$3.87K	0.11%	154
2024 Q1	$220K	Buy	+5,245	New	+$212K	0.12%	163
2023 Q3	–	Sell	-7,723	Closed	-$287K	–	152
2023 Q2	$287K	Sell	7,723 -352	-4%	-$13K	0.18%	100
2023 Q1	$314K	Buy	8,075 +278	+4%	+$11K	0.22%	76
2022 Q4	$307K	Buy	+7,797	New	+$294K	0.24%	73

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

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

Baron Wealth Management sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,341 shares — an estimated $220K sold.

Baron Wealth Management first reported a position in VZ in Q4 2022 and held it in 5 quarters. The position peaked at $314K in Q1 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Baron Wealth Management reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Baron Wealth Management sold 5,341 Verizon shares in Q3 2024, an estimated $220K.
Baron Wealth Management first reported a position in Verizon in Q4 2022 and held it in 5 quarters.
Baron Wealth Management's Verizon position peaked at $314K in Q1 2023.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Baron Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.