Fiduciary Family Office’s Verizon VZ Stock Holding History

Fiduciary Family Office’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	-6,393	Closed	-$268K	–	219
2024 Q1	$268K	Sell	6,393 -2,633	-29%	-$106K	0.11%	174
2023 Q4	$340K	Buy	+9,026	New	+$319K	0.15%	150

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

Fiduciary Family Office's VZ Position: Q2 2024 in Review

Fiduciary Family Office sold out of Verizon (VZ) in Q2 2024, closing a stake of 6,393 shares — an estimated $268K sold.

Fiduciary Family Office first reported a position in VZ in Q4 2023 and held it in 2 quarters. The position peaked at $340K in Q4 2023. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Fiduciary Family Office reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Fiduciary Family Office sold 6,393 Verizon shares in Q2 2024, an estimated $268K.
Fiduciary Family Office first reported a position in Verizon in Q4 2023 and held it in 2 quarters.
Fiduciary Family Office's Verizon position peaked at $340K in Q4 2023.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Fiduciary Family Office's 13F filing for Q2 2024, filed 1 Aug 2024.