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Enclave Advisors’s Verizon VZ Stock Holding History

Enclave 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
-4,540
Closed -$204K – 130
2024
Q3 		$204K Buy
+4,540
New +$189K 0.03% 117

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Enclave Advisors's VZ Position: Q4 2024 in Review

Enclave Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 4,540 shares — an estimated $204K sold.

Enclave Advisors first reported a position in VZ in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Enclave Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Enclave Advisors sold 4,540 Verizon shares in Q4 2024, an estimated $204K.
  • Enclave Advisors first reported a position in Verizon in Q3 2024 and held it in 1 quarter.
  • Enclave Advisors's Verizon position peaked at $204K in Q3 2024.
  • 3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Enclave Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.