Provence Wealth Management Group’s Verizon VZ Stock Holding History

Provence Wealth Management 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
2023 Q4	$325K	Buy	8,626 +1,687	+24%	+$59.7K	0.17%	118
2023 Q3	$225K	Buy	6,939 +452	+7%	+$15.3K	0.14%	134
2023 Q2	$241K	Buy	6,487 +445	+7%	+$16.5K	0.14%	133
2023 Q1	$235K	Buy	+6,042	New	+$238K	0.16%	125

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Provence Wealth Management Group's VZ Position: Q4 2023 in Review

Provence Wealth Management Group increased its Verizon (VZ) stake by 24% in Q4 2023, buying an estimated $59.7K and bringing the position to 8,626 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #118.

Provence Wealth Management Group first reported a position in VZ in Q1 2023 and has held it in 4 quarters since. 2,827 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Provence Wealth Management Group held 8,626 shares of Verizon worth $325K as of Q4 2023.
Provence Wealth Management Group bought 1,687 Verizon shares in Q4 2023, an estimated $59.7K.
Verizon made up 0.17% of Provence Wealth Management Group's portfolio in Q4 2023, its #118 holding.
Provence Wealth Management Group first reported a position in Verizon in Q1 2023 and has held it in 4 quarters since.
2,827 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.