SMART Wealth’s Verizon VZ Stock Holding History

SMART Wealth’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	-5,258	Closed	-$221K	–	130
2024 Q1	$221K	Buy	+5,258	New	+$212K	0.1%	107

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

SMART Wealth's VZ Position: Q2 2024 in Review

SMART Wealth sold out of Verizon (VZ) in Q2 2024, closing a stake of 5,258 shares — an estimated $221K sold.

SMART Wealth first reported a position in VZ in Q1 2024 and held it in 1 quarter. The position peaked at $221K in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

SMART Wealth reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
SMART Wealth sold 5,258 Verizon shares in Q2 2024, an estimated $221K.
SMART Wealth first reported a position in Verizon in Q1 2024 and held it in 1 quarter.
SMART Wealth's Verizon position peaked at $221K in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on SMART Wealth's 13F filing for Q2 2024, filed 16 Dec 2024.