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First Trust Direct Indexing’s Verizon VZ Stock Holding History

First Trust Direct Indexing’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
-143,878
Closed -$6.46M – 914
2024
Q3 		$6.46M Buy
143,878
+15,162
+12% +$633K 0.35% 48
2024
Q2 		$5.31M Buy
128,716
+18,065
+16% +$728K 0.33% 49
2024
Q1 		$4.64M Buy
110,651
+2,776
+3% +$112K 0.35% 46
2023
Q4 		$4.07M Buy
107,875
+22,580
+26% +$799K 0.36% 45
2023
Q3 		$2.76M Sell
85,295
-1,719
-2% -$58.1K 0.32% 52
2023
Q2 		$3.24M Sell
87,014
-15,776
-15% -$584K 0.36% 45
2023
Q1 		$4M Sell
102,790
-2,716
-3% -$107K 0.47% 31
2022
Q4 		$4.16M Buy
105,506
+4,467
+4% +$168K 0.55% 26
2022
Q3 		$3.84M Buy
101,039
+6,471
+7% +$288K 0.56% 25
2022
Q2 		$4.8M Buy
94,568
+18,311
+24% +$926K 0.67% 19
2022
Q1 		$3.88M Buy
76,257
+12,375
+19% +$656K 0.47% 34
2021
Q4 		$3.32M Buy
63,882
+3,303
+5% +$172K 0.43% 39
2021
Q3 		$3.27M Buy
60,579
+9,498
+19% +$525K 0.47% 34
2021
Q2 		$2.86M Buy
51,081
+13,010
+34% +$747K 0.43% 39
2021
Q1 		$2.21M Buy
38,071
+1,763
+5% +$99.5K 0.59% 25
2020
Q4 		$2.13M Buy
+36,308
New +$2.16M 0.57% 20

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Direct Indexing's VZ Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Verizon (VZ) in Q4 2024, closing a stake of 143,878 shares — an estimated $6.46M sold.

First Trust Direct Indexing first reported a position in VZ in Q4 2020 and held it in 16 quarters. The position peaked at $6.46M in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 143,878 Verizon shares in Q4 2024, an estimated $6.46M.
  • First Trust Direct Indexing first reported a position in Verizon in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Verizon position peaked at $6.46M in Q3 2024.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.