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Peterson Financial Group’s Verizon VZ Stock Holding History

Peterson Financial Group’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 		$138K Buy
+3,073
New +$128K 0.53% 45

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Peterson Financial Group's VZ Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Verizon (VZ) in Q3 2024: 3,073 shares worth $138K. The stake represents 0.53% of the portfolio and ranks #45 among its holdings.

2,911 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Peterson Financial Group held 3,073 shares of Verizon worth $138K as of Q3 2024.
  • Verizon was a new Peterson Financial Group position in Q3 2024.
  • Verizon made up 0.53% of Peterson Financial Group's portfolio in Q3 2024, its #45 holding.
  • 2,911 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.