Claris Advisors’s Verizon VZ Stock Holding History

Claris 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 Q4	–	Sell	-2,442	Closed	-$110K	–	1141
2024 Q3	$110K	Buy	+2,442	New	+$102K	0.05%	79
2024 Q1	–	Sell	-5,873	Closed	-$221K	–	59
2023 Q4	$221K	Buy	+5,873	New	+$208K	0.12%	48
2023 Q3	–	Sell	-5,873	Closed	-$218K	–	50
2023 Q2	$218K	Buy	+5,873	New	+$217K	0.15%	42
2022 Q1	–	Sell	-4,140	Closed	-$215K	–	52
2021 Q4	$215K	Buy	+4,140	New	+$216K	0.23%	44

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Claris Advisors's VZ Position: Q4 2024 in Review

Claris Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 2,442 shares — an estimated $110K sold.

Claris Advisors first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q4 2023. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Claris Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2,442 Verizon shares in Q4 2024, an estimated $110K.
Claris Advisors first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
Claris Advisors's Verizon position peaked at $221K in Q4 2023.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.