Guidance Point Advisors’s Verizon VZ Stock Holding History

Guidance Point 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	-5,710	Closed	-$240K	–	89
2024 Q1	$240K	Buy	+5,710	New	+$230K	0.08%	72
2021 Q4	–	Sell	-2,692	Closed	-$145K	–	406
2021 Q3	$145K	Buy	+2,692	New	+$149K	0.05%	99
2019 Q2	–	Sell	-3,554	Closed	-$210K	–	61
2019 Q1	$210K	Sell	3,554 -70	-2%	-$3.96K	0.12%	61
2018 Q4	$203K	Buy	+3,624	New	+$206K	0.13%	61

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

Guidance Point Advisors's VZ Position: Q2 2024 in Review

Guidance Point Advisors sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,710 shares — an estimated $240K sold.

Guidance Point Advisors first reported a position in VZ in Q4 2018 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Guidance Point Advisors reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Guidance Point Advisors sold 5,710 Verizon shares in Q2 2024, an estimated $240K.
Guidance Point Advisors first reported a position in Verizon in Q4 2018 and held it in 4 quarters.
Guidance Point Advisors's Verizon position peaked at $240K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Guidance Point Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.