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First Trust Investment Solutions’s Verizon VZ Stock Holding History

First Trust Investment Solutions’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 		$923K Sell
20,544
-1,018
-5% -$42.5K 0.1% 143
2024
Q2 		$889K Sell
21,562
-17,497
-45% -$705K 0.13% 135
2024
Q1 		$1.64M Sell
39,059
-1,532
-4% -$61.8K 0.29% 76
2023
Q4 		$1.53M Buy
+40,591
New +$1.44M 0.32% 78

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

First Trust Investment Solutions's VZ Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Verizon (VZ) stake by 4.7% in Q3 2024, selling an estimated $42.5K and leaving 20,544 shares worth $923K. The position accounts for 0.1% of the portfolio, ranked #143.

First Trust Investment Solutions first reported a position in VZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.64M in Q1 2024. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • First Trust Investment Solutions held 20,544 shares of Verizon worth $923K as of Q3 2024.
  • First Trust Investment Solutions sold 1,018 Verizon shares in Q3 2024, an estimated $42.5K.
  • Verizon made up 0.1% of First Trust Investment Solutions's portfolio in Q3 2024, its #143 holding.
  • First Trust Investment Solutions first reported a position in Verizon in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Verizon position peaked at $1.64M in Q1 2024.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.