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BBJS Financial Advisors’s Verizon VZ Stock Holding History

BBJS Financial 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
Q3 		– Sell
-77
Closed -$3.16K – 171
2024
Q2 		$3.16K Hold
77
– – ﹤0.01% 155
2024
Q1 		$3.22K Hold
77
– – ﹤0.01% 120
2023
Q4 		$2.89K Hold
77
– – ﹤0.01% 113
2023
Q3 		$2.48K Hold
77
– – ﹤0.01% 113
2023
Q2 		$2.85K Hold
77
– – ﹤0.01% 109
2023
Q1 		$2.98K Hold
77
– – ﹤0.01% 110
2022
Q4 		$3.02K Buy
+77
New +$2.9K ﹤0.01% 115

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BBJS Financial Advisors's VZ Position: Q3 2024 in Review

BBJS Financial Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 77 shares — an estimated $3.16K sold.

BBJS Financial Advisors first reported a position in VZ in Q4 2022 and held it in 7 quarters. The position peaked at $3.22K in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • BBJS Financial Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 77 Verizon shares in Q3 2024, an estimated $3.16K.
  • BBJS Financial Advisors first reported a position in Verizon in Q4 2022 and held it in 7 quarters.
  • BBJS Financial Advisors's Verizon position peaked at $3.22K in Q1 2024.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.