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Bright Futures Wealth Management’s Verizon VZ Stock Holding History

Bright Futures 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 		– Sell
-5,213
Closed -$215K – 234
2024
Q3 		$215K Sell
5,213
-140
-3% -$5.84K 0.1% 206
2024
Q2 		$219K Buy
5,353
+1
+0% +$40 0.12% 189
2024
Q1 		$218K Buy
+5,352
New +$216K 0.12% 187

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

Bright Futures Wealth Management's VZ Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Verizon (VZ) in Q4 2024, closing a stake of 5,213 shares — an estimated $215K sold.

Bright Futures Wealth Management first reported a position in VZ in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q2 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 5,213 Verizon shares in Q4 2024, an estimated $215K.
  • Bright Futures Wealth Management first reported a position in Verizon in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Verizon position peaked at $219K in Q2 2024.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.