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Sanctuary Wealth Management’s Verizon VZ Stock Holding History

Sanctuary 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
Q4 		$20K Sell
499
-775
-61% -$32.7K 0.01% 135
2024
Q3 		$57.2K Buy
1,274
+775
+155% +$32.3K 0.04% 91
2024
Q2 		$20.6K Sell
499
-37
-7% -$1.49K 0.02% 131
2024
Q1 		$22.5K Hold
536
– – 0.02% 123
2023
Q4 		$20.2K Hold
536
– – 0.02% 121
2023
Q3 		$17.4K Sell
536
-147
-22% -$4.97K 0.02% 115
2023
Q2 		$25.4K Buy
+683
New +$25.3K 0.03% 102
2022
Q4 		$23.1K Buy
+586
New +$22.1K 0.03% 99

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sanctuary Wealth Management's VZ Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Verizon (VZ) stake by 61% in Q4 2024, selling an estimated $32.7K and leaving 499 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #135.

Sanctuary Wealth Management first reported a position in VZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $57.2K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Sanctuary Wealth Management held 499 shares of Verizon worth $20K as of Q4 2024.
  • Sanctuary Wealth Management sold 775 Verizon shares in Q4 2024, an estimated $32.7K.
  • Verizon made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #135 holding.
  • Sanctuary Wealth Management first reported a position in Verizon in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Verizon position peaked at $57.2K in Q3 2024.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.