Delap Wealth Advisory’s Verizon VZ Stock Holding History

Delap Wealth Advisory’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	-8,966	Closed	-$376K	–	287
2024 Q1	$376K	Buy	+8,966	New	+$362K	0.15%	112

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Delap Wealth Advisory's VZ Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Verizon (VZ) in Q2 2024, closing a stake of 8,966 shares — an estimated $376K sold.

Delap Wealth Advisory first reported a position in VZ in Q1 2024 and held it in 1 quarter. The position peaked at $376K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Delap Wealth Advisory reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 8,966 Verizon shares in Q2 2024, an estimated $376K.
Delap Wealth Advisory first reported a position in Verizon in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Verizon position peaked at $376K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.