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CIC Wealth’s Verizon VZ Stock Holding History

CIC Wealth’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 		$350K Buy
7,786
+950
+14% +$39.6K 0.09% 121
2024
Q2 		$282K Sell
6,836
-118
-2% -$4.76K 0.08% 128
2024
Q1 		$292K Sell
6,954
-1,755
-20% -$70.8K 0.08% 125
2023
Q4 		$328K Buy
8,709
+1,963
+29% +$69.5K 0.1% 116
2023
Q3 		$219K Sell
6,746
-1,926
-22% -$65.1K 0.08% 139
2023
Q2 		$323K Sell
8,672
-5,378
-38% -$199K 0.11% 110
2023
Q1 		$546K Sell
14,050
-672
-5% -$26.5K 0.21% 88
2022
Q4 		$580K Buy
+14,722
New +$555K 0.24% 82

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CIC Wealth's VZ Position: Q3 2024 in Review

CIC Wealth increased its Verizon (VZ) stake by 14% in Q3 2024, buying an estimated $39.6K and bringing the position to 7,786 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #121.

CIC Wealth first reported a position in VZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $580K in Q4 2022. 2,912 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • CIC Wealth held 7,786 shares of Verizon worth $350K as of Q3 2024.
  • CIC Wealth bought 950 Verizon shares in Q3 2024, an estimated $39.6K.
  • Verizon made up 0.09% of CIC Wealth's portfolio in Q3 2024, its #121 holding.
  • CIC Wealth first reported a position in Verizon in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Verizon position peaked at $580K in Q4 2022.
  • 2,912 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.