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ERTS Wealth Advisors’s Verizon VZ Stock Holding History

ERTS Wealth 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
Q3 		– Sell
-6,255
Closed -$258K – 91
2024
Q2 		$258K Sell
6,255
-1,593
-20% -$64.2K 0.05% 81
2024
Q1 		$329K Sell
7,848
-1,156
-13% -$46.6K 0.07% 71
2023
Q4 		$339K Sell
9,004
-294
-3% -$10.4K 0.07% 61
2023
Q3 		$301K Buy
9,298
+644
+7% +$21.8K 0.07% 63
2023
Q2 		$322K Buy
8,654
+72
+0.8% +$2.67K 0.08% 65
2023
Q1 		$334K Sell
8,582
-1,054
-11% -$41.6K 0.08% 64
2022
Q4 		$380K Sell
9,636
-2,556
-21% -$96.3K 0.1% 67
2022
Q3 		$463K Sell
12,192
-454
-4% -$20.2K 0.13% 49
2022
Q2 		$642K Buy
12,646
+88
+0.7% +$4.45K 0.18% 40
2022
Q1 		$640K Sell
12,558
-206
-2% -$10.9K 0.18% 40
2021
Q4 		$662K Buy
12,764
+228
+2% +$11.9K 0.16% 40
2021
Q3 		$677K Hold
12,536
– – 0.18% 38
2021
Q2 		$702K Sell
12,536
-339
-3% -$19.5K 0.19% 40
2021
Q1 		$749K Buy
12,875
+64
+0.5% +$3.61K 0.22% 36
2020
Q4 		$753K Sell
12,811
-137
-1% -$8.14K 0.24% 34
2020
Q3 		$770K Sell
12,948
-385
-3% -$22.4K 0.29% 34
2020
Q2 		$735K Sell
13,333
-3,272
-20% -$184K 0.3% 32
2020
Q1 		$892K Buy
16,605
+1,911
+13% +$109K 0.43% 30
2019
Q4 		$902K Sell
14,694
-50
-0.3% -$3.02K 0.41% 26
2019
Q3 		$890K Buy
14,744
+800
+6% +$46.1K 0.45% 24
2019
Q2 		$797K Hold
13,944
– – 0.44% 33
2019
Q1 		$825K Buy
13,944
+1,964
+16% +$111K 0.49% 28
2018
Q4 		$674K Buy
+11,980
New +$680K 0.48% 33

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

ERTS Wealth Advisors's VZ Position: Q3 2024 in Review

ERTS Wealth Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 6,255 shares — an estimated $258K sold.

ERTS Wealth Advisors first reported a position in VZ in Q4 2018 and held it in 23 quarters. The position peaked at $902K in Q4 2019. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • ERTS Wealth Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,255 Verizon shares in Q3 2024, an estimated $258K.
  • ERTS Wealth Advisors first reported a position in Verizon in Q4 2018 and held it in 23 quarters.
  • ERTS Wealth Advisors's Verizon position peaked at $902K in Q4 2019.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on ERTS Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.