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Moser Wealth Advisors’s Verizon VZ Stock Holding History

Moser 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
Q3 		– Sell
-72
Closed -$2.97K – 152
2024
Q2 		$2.97K Hold
72
– – ﹤0.01% 138
2024
Q1 		$3.02K Buy
+72
New +$2.9K ﹤0.01% 136
2020
Q3 		– Sell
-387
Closed -$21K – 124
2020
Q2 		$21K Hold
387
– – 0.02% 93
2020
Q1 		$21K Hold
387
– – 0.02% 94
2019
Q4 		$24K Buy
+387
New +$23.3K 0.02% 108

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

Moser Wealth Advisors's VZ Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Verizon (VZ) in Q3 2024, closing a stake of 72 shares — an estimated $2.97K sold.

Moser Wealth Advisors first reported a position in VZ in Q4 2019 and held it in 5 quarters. The position peaked at $24K in Q4 2019. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Moser Wealth Advisors reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 72 Verizon shares in Q3 2024, an estimated $2.97K.
  • Moser Wealth Advisors first reported a position in Verizon in Q4 2019 and held it in 5 quarters.
  • Moser Wealth Advisors's Verizon position peaked at $24K in Q4 2019.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.