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Brophy Wealth Management’s Verizon VZ Stock Holding History

Brophy 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 		$1.25M Buy
+27,739
New +$1.16M 0.45% 50

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

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

Brophy Wealth Management opened a new position in Verizon (VZ) in Q3 2024: 27,739 shares worth $1.25M. The stake represents 0.45% of the portfolio and ranks #50 among its holdings.

2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Brophy Wealth Management held 27,739 shares of Verizon worth $1.25M as of Q3 2024.
  • Verizon was a new Brophy Wealth Management position in Q3 2024.
  • Verizon made up 0.45% of Brophy Wealth Management's portfolio in Q3 2024, its #50 holding.
  • 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.