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Core Wealth Advisors (Florida)’s Verizon VZ Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-617
Closed -$25.9K – 236
2024
Q1 		$25.9K Hold
617
– – 0.01% 133
2023
Q4 		$23.3K Buy
617
+500
+427% +$17.7K 0.01% 131
2023
Q3 		$3.79K Sell
117
-476
-80% -$16.1K ﹤0.01% 204
2023
Q2 		$22.1K Sell
593
-4,627
-89% -$171K 0.01% 108
2023
Q1 		$203K Buy
5,220
+878
+20% +$34.6K 0.08% 46
2022
Q4 		$171K Buy
4,342
+1,593
+58% +$60K 0.07% 43
2022
Q3 		$104K Buy
2,749
+2,233
+433% +$99.4K 0.06% 48
2022
Q2 		$26K Hold
516
– – 0.02% 94
2022
Q1 		$26K Sell
516
-500
-49% -$26.5K 0.01% 105
2021
Q4 		$53K Buy
1,016
+500
+97% +$26.1K 0.03% 86
2021
Q3 		$28K Sell
516
-130
-20% -$7.19K 0.02% 101
2021
Q2 		$36K Buy
646
+110
+21% +$6.31K 0.02% 82
2021
Q1 		$31K Sell
536
-46
-8% -$2.6K 0.03% 78
2020
Q4 		$34K Sell
582
-2,601
-82% -$154K 0.03% 71
2020
Q3 		$189K Buy
3,183
+145
+5% +$8.43K 0.18% 34
2020
Q2 		$167K Hold
3,038
– – 0.15% 36
2020
Q1 		$163K Buy
3,038
+2,283
+302% +$131K 0.12% 38
2019
Q4 		$46K Buy
+755
New +$45.5K 0.03% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s VZ Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Verizon (VZ) in Q2 2024, closing a stake of 617 shares — an estimated $25.9K sold.

Core Wealth Advisors (Florida) first reported a position in VZ in Q4 2019 and held it in 18 quarters. The position peaked at $203K in Q1 2023. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 617 Verizon shares in Q2 2024, an estimated $25.9K.
  • Core Wealth Advisors (Florida) first reported a position in Verizon in Q4 2019 and held it in 18 quarters.
  • Core Wealth Advisors (Florida)'s Verizon position peaked at $203K in Q1 2023.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.