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Granite Bay Wealth Management’s Verizon VZ Stock Holding History

Granite Bay Wealth Management’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 		– Sell
-26,285
Closed -$941K – 287
2023
Q4 		$941K Sell
26,285
-11,515
-30% -$407K 0.01% 211
2023
Q3 		$1.28M Buy
+37,800
New +$1.28M 0.01% 203

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

Granite Bay Wealth Management's VZ Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 26,285 shares — an estimated $941K sold.

Granite Bay Wealth Management first reported a position in VZ in Q3 2023 and held it in 2 quarters. The position peaked at $1.28M in Q3 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 26,285 Verizon shares in Q1 2024, an estimated $941K.
  • Granite Bay Wealth Management first reported a position in Verizon in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Verizon position peaked at $1.28M in Q3 2023.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.