Heritage Oak Wealth Advisors’s Verizon VZ Stock Holding History

Heritage Oak Wealth 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 Q4	–	Sell	-19,985	Closed	-$898K	–	188
2024 Q3	$898K	Buy	+19,985	New	+$834K	0.41%	45

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Oak Wealth Advisors's VZ Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Verizon (VZ) in Q4 2024, closing a stake of 19,985 shares — an estimated $898K sold.

Heritage Oak Wealth Advisors first reported a position in VZ in Q3 2024 and held it in 1 quarter. The position peaked at $898K in Q3 2024. 3,048 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 19,985 Verizon shares in Q4 2024, an estimated $898K.
Heritage Oak Wealth Advisors first reported a position in Verizon in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Verizon position peaked at $898K in Q3 2024.
3,048 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.