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Significant Wealth Partners’s Verizon VZ Stock Holding History

Significant Wealth Partners’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 		– Sell
-9,265
Closed -$416K – 123
2024
Q3 		$416K Buy
9,265
+217
+2% +$9.06K 0.22% 38
2024
Q2 		$373K Buy
9,048
+2,304
+34% +$92.9K 0.21% 34
2024
Q1 		$283K Buy
6,744
+433
+7% +$17.5K 0.19% 128
2023
Q4 		$238K Buy
+6,311
New +$223K 0.17% 134

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Significant Wealth Partners's VZ Position: Q4 2024 in Review

Significant Wealth Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 9,265 shares — an estimated $416K sold.

Significant Wealth Partners first reported a position in VZ in Q4 2023 and held it in 4 quarters. The position peaked at $416K in Q3 2024. 3,055 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • Significant Wealth Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 9,265 Verizon shares in Q4 2024, an estimated $416K.
  • Significant Wealth Partners first reported a position in Verizon in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Verizon position peaked at $416K in Q3 2024.
  • 3,055 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.