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Steward Partners Investment Solutions’s Verizon VZ Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$455K Sell
10,839
-725
-6% -$29.2K 0.08% 166
2023
Q4 		$436K Buy
+11,564
New +$409K 0.18% 97

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Solutions's VZ Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Verizon (VZ) stake by 6.3% in Q1 2024, selling an estimated $29.2K and leaving 10,839 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #166.

Steward Partners Investment Solutions first reported a position in VZ in Q4 2023 and has held it in 2 quarters since. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Steward Partners Investment Solutions held 10,839 shares of Verizon worth $455K as of Q1 2024.
  • Steward Partners Investment Solutions sold 725 Verizon shares in Q1 2024, an estimated $29.2K.
  • Verizon made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #166 holding.
  • Steward Partners Investment Solutions first reported a position in Verizon in Q4 2023 and has held it in 2 quarters since.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.