Sendero Wealth Management’s Verizon VZ Stock Holding History

Sendero 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 Q2	–	Sell	-5,226	Closed	-$219K	–	165
2024 Q1	$219K	Buy	+5,226	New	+$211K	0.04%	151

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Sendero Wealth Management's VZ Position: Q2 2024 in Review

Sendero Wealth Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,226 shares — an estimated $219K sold.

Sendero Wealth Management first reported a position in VZ in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

Sendero Wealth Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
Sendero Wealth Management sold 5,226 Verizon shares in Q2 2024, an estimated $219K.
Sendero Wealth Management first reported a position in Verizon in Q1 2024 and held it in 1 quarter.
Sendero Wealth Management's Verizon position peaked at $219K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.