Marathon Strategic Advisors’s Verizon VZ Stock Holding History

Marathon Strategic 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 Q3	–	Sell	-5,625	Closed	-$232K	–	45
2024 Q2	$232K	Buy	+5,625	New	+$227K	0.27%	37

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

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

Marathon Strategic Advisors's VZ Position: Q3 2024 in Review

Marathon Strategic Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,625 shares — an estimated $232K sold.

Marathon Strategic Advisors first reported a position in VZ in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

Marathon Strategic Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
Marathon Strategic Advisors sold 5,625 Verizon shares in Q3 2024, an estimated $232K.
Marathon Strategic Advisors first reported a position in Verizon in Q2 2024 and held it in 1 quarter.
Marathon Strategic Advisors's Verizon position peaked at $232K in Q2 2024.
2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Marathon Strategic Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.