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Kiely Wealth Advisory Group’s Verizon VZ Stock Holding History

Kiely Wealth Advisory Group’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 		$81.1K Hold
2,029
– – 0.05% 103
2024
Q3 		$82.1K Hold
2,029
– – 0.05% 100
2024
Q2 		$81.9K Buy
2,029
+74
+4% +$2.98K 0.05% 83
2024
Q1 		$79.4K Hold
1,955
– – 0.05% 81
2023
Q4 		$82.9K Buy
+1,955
New +$69.2K 0.05% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kiely Wealth Advisory Group's VZ Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Verizon (VZ) position steady in Q4 2024 at 2,029 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #103.

Kiely Wealth Advisory Group first reported a position in VZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $82.9K in Q4 2023. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,029 shares of Verizon worth $81.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Verizon share count unchanged in Q4 2024.
  • Verizon made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #103 holding.
  • Kiely Wealth Advisory Group first reported a position in Verizon in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Verizon position peaked at $82.9K in Q4 2023.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.