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Curi Wealth Management’s Verizon VZ Stock Holding History

Curi 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
Q1 		– Sell
-15,458
Closed -$583K – 152
2023
Q4 		$583K Sell
15,458
-6,467
-29% -$229K 0.08% 79
2023
Q3 		$711K Sell
21,925
-704
-3% -$23.8K 0.11% 74
2023
Q2 		$842K Buy
22,629
+485
+2% +$18K 0.11% 79
2023
Q1 		$861K Sell
22,144
-9,330
-30% -$368K 0.12% 81
2022
Q4 		$1.24M Buy
31,474
+4,054
+15% +$153K 0.17% 67
2022
Q3 		$1.04M Buy
27,420
+25,410
+1,264% +$1.13M 0.17% 66
2022
Q2 		$102K Buy
2,010
+548
+37% +$27.7K 0.02% 173
2022
Q1 		$74K Buy
1,462
+84
+6% +$4.45K 0.01% 183
2021
Q4 		$71K Buy
+1,378
New +$71.9K 0.01% 166
2021
Q1 		– Sell
-693
Closed -$40K – 483
2020
Q4 		$40K Buy
+693
New +$41.2K 0.03% 164

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

Curi Wealth Management's VZ Position: Q1 2024 in Review

Curi Wealth Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 15,458 shares — an estimated $583K sold.

Curi Wealth Management first reported a position in VZ in Q4 2020 and held it in 10 quarters. The position peaked at $1.24M in Q4 2022. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Curi Wealth Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 15,458 Verizon shares in Q1 2024, an estimated $583K.
  • Curi Wealth Management first reported a position in Verizon in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Verizon position peaked at $1.24M in Q4 2022.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.