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Cassady Schiller Wealth Management’s Verizon VZ Stock Holding History

Cassady Schiller 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 		$23.5K Sell
587
-293
-33% -$12.4K 0.01% 265
2024
Q3 		$39.5K Hold
880
– – 0.01% 219
2024
Q2 		$36.3K Sell
880
-250
-22% -$10.1K 0.01% 226
2024
Q1 		$47.4K Buy
1,130
+125
+12% +$5.04K 0.02% 214
2023
Q4 		$37.9K Sell
1,005
-116
-10% -$4.1K 0.02% 221
2023
Q3 		$36.3K Buy
1,121
+3
+0.3% +$101 0.02% 219
2023
Q2 		$41.6K Hold
1,118
– – 0.02% 211
2023
Q1 		$43.5K Sell
1,118
-38
-3% -$1.5K 0.02% 213
2022
Q4 		$45.5K Buy
+1,156
New +$43.6K 0.03% 201
2022
Q1 		– Sell
-1,444
Closed -$75K – 596
2021
Q4 		$75K Buy
+1,444
New +$75.3K 0.05% 167

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

Cassady Schiller Wealth Management's VZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Verizon (VZ) stake by 33% in Q4 2024, selling an estimated $12.4K and leaving 587 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #265.

Cassady Schiller Wealth Management first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $75K in Q4 2021. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Cassady Schiller Wealth Management held 587 shares of Verizon worth $23.5K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 293 Verizon shares in Q4 2024, an estimated $12.4K.
  • Verizon made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #265 holding.
  • Cassady Schiller Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Verizon position peaked at $75K in Q4 2021.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.