EWG
VZ icon

Executive Wealth Group’s Verizon VZ Stock Holding History

Executive Wealth Group’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 		$389K Buy
+9,381
New +$378K 0.08% 49

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Executive Wealth Group's VZ Position: Q1 2024 in Review

Executive Wealth Group opened a new position in Verizon (VZ) in Q1 2024: 9,381 shares worth $389K. The stake represents 0.08% of the portfolio and ranks #49 among its holdings.

2,870 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Executive Wealth Group held 9,381 shares of Verizon worth $389K as of Q1 2024.
  • Verizon was a new Executive Wealth Group position in Q1 2024.
  • Verizon made up 0.08% of Executive Wealth Group's portfolio in Q1 2024, its #49 holding.
  • 2,870 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.