Napa Wealth Management’s Verizon VZ Stock Holding History

Napa 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 Q1	–	Sell	-69,090	Closed	-$2.6M	–	119
2023 Q4	$2.6M	Buy	+69,090	New	+$2.44M	1.41%	19

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

Napa Wealth Management's VZ Position: Q1 2024 in Review

Napa Wealth Management sold out of Verizon (VZ) in Q1 2024, closing a stake of 69,090 shares — an estimated $2.6M sold.

Napa Wealth Management first reported a position in VZ in Q4 2023 and held it in 1 quarter. The position peaked at $2.6M in Q4 2023. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

Napa Wealth Management reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
Napa Wealth Management sold 69,090 Verizon shares in Q1 2024, an estimated $2.6M.
Napa Wealth Management first reported a position in Verizon in Q4 2023 and held it in 1 quarter.
Napa Wealth Management's Verizon position peaked at $2.6M in Q4 2023.
2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.