FirstPurpose Wealth’s Verizon VZ Stock Holding History

FirstPurpose Wealth’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	$775K	Sell	19,124 -78	-0.4%	-$3.15K	0.28%	68
2023 Q4	$724K	Buy	19,202 +717	+4%	+$25.4K	0.28%	67
2023 Q3	$599K	Buy	18,485 +2,358	+15%	+$79.7K	0.26%	70
2023 Q2	$600K	Buy	16,127 +1,041	+7%	+$38.5K	0.26%	70
2023 Q1	$587K	Buy	15,086 +2,946	+24%	+$116K	0.29%	62
2022 Q4	$478K	Sell	12,140 -4,205	-26%	-$158K	0.27%	72
2022 Q3	$621K	Buy	16,345 +1,518	+10%	+$67.6K	0.41%	48
2022 Q2	$752K	Buy	14,827 +1,169	+9%	+$59.1K	0.51%	37
2022 Q1	$696K	Buy	13,658 +1,860	+16%	+$98.5K	0.54%	40
2021 Q4	$613K	Buy	+11,798	New	+$616K	0.39%	48

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FirstPurpose Wealth's VZ Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Verizon (VZ) stake by 0.41% in Q1 2024, selling an estimated $3.15K and leaving 19,124 shares worth $775K. The position accounts for 0.28% of the portfolio, ranked #68.

FirstPurpose Wealth first reported a position in VZ in Q4 2021 and has held it in 10 quarters since. 2,864 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

FirstPurpose Wealth held 19,124 shares of Verizon worth $775K as of Q1 2024.
FirstPurpose Wealth sold 78 Verizon shares in Q1 2024, an estimated $3.15K.
Verizon made up 0.28% of FirstPurpose Wealth's portfolio in Q1 2024, its #68 holding.
FirstPurpose Wealth first reported a position in Verizon in Q4 2021 and has held it in 10 quarters since.
2,864 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.