Level Financial Advisors’s Verizon VZ Stock Holding History

Level Financial 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 Q1	–	Sell	-179	Closed	-$6.75K	–	255
2023 Q4	$6.75K	Hold	179	–	–	﹤0.01%	203
2023 Q3	$5.8K	Hold	179	–	–	﹤0.01%	207
2023 Q2	$6.66K	Hold	179	–	–	﹤0.01%	207
2023 Q1	$6.96K	Sell	179 -5	-3%	-$197	﹤0.01%	178
2022 Q4	$7K	Sell	184 -67	-27%	-$2.52K	﹤0.01%	179
2022 Q3	$10K	Hold	251	–	–	0.01%	174
2022 Q2	$13K	Sell	251 -167	-40%	-$8.45K	0.01%	170
2022 Q1	$21K	Buy	418 +174	+71%	+$9.22K	0.02%	124
2021 Q4	$13K	Buy	+244	New	+$12.7K	0.01%	164

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

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

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

Level Financial Advisors's VZ Position: Q1 2024 in Review

Level Financial Advisors sold out of Verizon (VZ) in Q1 2024, closing a stake of 179 shares — an estimated $6.75K sold.

Level Financial Advisors first reported a position in VZ in Q4 2021 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Level Financial Advisors reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 179 Verizon shares in Q1 2024, an estimated $6.75K.
Level Financial Advisors first reported a position in Verizon in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Verizon position peaked at $21K in Q1 2022.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.