JWM
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Janiczek Wealth Management’s Verizon VZ Stock Holding History

Janiczek 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
Q2 		$395K Buy
9,584
+1,203
+14% +$48.5K 0.08% 99
2024
Q1 		$352K Buy
8,381
+1,251
+18% +$50.5K 0.07% 115
2023
Q4 		$269K Sell
7,130
-3,923
-35% -$139K 0.06% 121
2023
Q3 		$358K Buy
11,053
+3,575
+48% +$121K 0.09% 89
2023
Q2 		$278K Sell
7,478
-3,142
-30% -$116K 0.08% 98
2023
Q1 		$418K Buy
10,620
+2,460
+30% +$97K 0.12% 63
2022
Q4 		$342K Buy
8,160
+2,261
+38% +$85.2K 0.1% 75
2022
Q3 		$217K Buy
5,899
+2,561
+77% +$114K 0.07% 92
2022
Q2 		$155K Buy
3,338
+56
+2% +$2.83K 0.05% 140
2022
Q1 		$167K Buy
3,282
+399
+14% +$21.1K 0.05% 138
2021
Q4 		$150K Buy
2,883
+1,198
+71% +$62.5K 0.04% 137
2021
Q3 		$91K Sell
1,685
-375
-18% -$20.7K 0.03% 186
2021
Q2 		$115K Sell
2,060
-54
-3% -$3.1K 0.04% 137
2021
Q1 		$123K Sell
2,114
-494
-19% -$27.9K 0.05% 119
2020
Q4 		$153K Buy
2,608
+1,202
+85% +$71.4K 0.07% 77
2020
Q3 		$84K Buy
1,406
+381
+37% +$22.1K 0.05% 78
2020
Q2 		$57K Buy
1,025
+675
+193% +$38K 0.03% 78
2020
Q1 		$19K Hold
350
– – 0.01% 91
2019
Q4 		$21K Hold
350
– – 0.01% 93
2019
Q3 		$21K Buy
+350
New +$20.2K 0.01% 95
2019
Q1 		– Sell
-654
Closed -$37K – 187
2018
Q4 		$37K Hold
654
– – 0.02% 83
2018
Q3 		$35K Hold
654
– – 0.02% 74
2018
Q2 		$33K Buy
+654
New +$31.7K 0.02% 77

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

Janiczek Wealth Management's VZ Position: Q2 2024 in Review

Janiczek Wealth Management increased its Verizon (VZ) stake by 14% in Q2 2024, buying an estimated $48.5K and bringing the position to 9,584 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #99.

Janiczek Wealth Management first reported a position in VZ in Q2 2018 and has held it in 23 quarters since. The position peaked at $418K in Q1 2023. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Janiczek Wealth Management held 9,584 shares of Verizon worth $395K as of Q2 2024.
  • Janiczek Wealth Management bought 1,203 Verizon shares in Q2 2024, an estimated $48.5K.
  • Verizon made up 0.08% of Janiczek Wealth Management's portfolio in Q2 2024, its #99 holding.
  • Janiczek Wealth Management first reported a position in Verizon in Q2 2018 and has held it in 23 quarters since.
  • Janiczek Wealth Management's Verizon position peaked at $418K in Q1 2023.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.