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One Wealth Management Investment & Advisory Services’s Verizon VZ Stock Holding History

One Wealth Management Investment & Advisory Services’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
-6,571
Closed -$271K – 132
2024
Q2 		$271K Sell
6,571
-156
-2% -$6.29K 0.11% 93
2024
Q1 		$282K Buy
6,727
+1,199
+22% +$48.4K 0.12% 96
2023
Q4 		$208K Buy
+5,528
New +$196K 0.09% 117

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

One Wealth Management Investment & Advisory Services's VZ Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Verizon (VZ) in Q3 2024, closing a stake of 6,571 shares — an estimated $271K sold.

One Wealth Management Investment & Advisory Services first reported a position in VZ in Q4 2023 and held it in 3 quarters. The position peaked at $282K in Q1 2024. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 6,571 Verizon shares in Q3 2024, an estimated $271K.
  • One Wealth Management Investment & Advisory Services first reported a position in Verizon in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Verizon position peaked at $282K in Q1 2024.
  • 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.