Financial Synergies Wealth Advisors’s Verizon VZ Stock Holding History

Financial Synergies 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 Q2	–	Sell	-994	Closed	-$41.7K	–	472
2024 Q1	$41.7K	Buy	994 +950	+2,159%	+$38.3K	0.01%	141
2023 Q4	$1.73K	Sell	44 -930	-95%	-$32.9K	﹤0.01%	257
2023 Q3	$31.6K	Buy	974 +13	+1%	+$439	﹤0.01%	144
2023 Q2	$35.7K	Sell	961 -257	-21%	-$9.51K	0.01%	126
2023 Q1	$47.4K	Buy	1,218 +1,174	+2,668%	+$46.3K	0.01%	112
2022 Q4	$1.73K	Buy	+44	New	+$1.66K	﹤0.01%	257
2022 Q3	–	Sell	-20	Closed	-$1.01K	–	523
2022 Q2	$1.01K	Buy	+20	New	+$1.01K	﹤0.01%	308

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

Financial Synergies Wealth Advisors's VZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Verizon (VZ) in Q2 2024, closing a stake of 994 shares — an estimated $41.7K sold.

Financial Synergies Wealth Advisors first reported a position in VZ in Q2 2022 and held it in 7 quarters. The position peaked at $47.4K in Q1 2023. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 994 Verizon shares in Q2 2024, an estimated $41.7K.
Financial Synergies Wealth Advisors first reported a position in Verizon in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Verizon position peaked at $47.4K in Q1 2023.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.