Safeguard Financial’s Verizon VZ Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-1,269	Closed	-$47K	–	551
2023 Q2	$47K	Buy	+1,269	New	+$47K	0.02%	164

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Safeguard Financial's VZ Position: Q3 2023 in Review

Safeguard Financial sold out of Verizon (VZ) in Q3 2023, closing a stake of 1,269 shares — an estimated $47K sold.

Safeguard Financial first reported a position in VZ in Q2 2023 and held it in 1 quarter. The position peaked at $47K in Q2 2023. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Safeguard Financial reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,269 Verizon shares in Q3 2023, an estimated $47K.
Safeguard Financial first reported a position in Verizon in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Verizon position peaked at $47K in Q2 2023.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.