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Sweet Financial Partners’s Verizon VZ Stock Holding History

Sweet Financial 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
Q3 		$544K Sell
12,115
-139
-1% -$5.8K 0.12% 123
2024
Q2 		$505K Sell
12,254
-175
-1% -$7.05K 0.12% 121
2024
Q1 		$522K Buy
12,429
+237
+2% +$9.56K 0.12% 124
2023
Q4 		$460K Sell
12,192
-320
-3% -$11.3K 0.11% 127
2023
Q3 		$406K Buy
12,512
+6,598
+112% +$223K 0.11% 121
2023
Q2 		$220K Buy
+5,914
New +$219K 0.06% 164
2022
Q3 		– Sell
-12,876
Closed -$653K – 178
2022
Q2 		$653K Buy
12,876
+2,083
+19% +$105K 0.2% 73
2022
Q1 		$550K Buy
+10,793
New +$572K 0.15% 87

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sweet Financial Partners's VZ Position: Q3 2024 in Review

Sweet Financial Partners reduced its Verizon (VZ) stake by 1.1% in Q3 2024, selling an estimated $5.8K and leaving 12,115 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #123.

Sweet Financial Partners first reported a position in VZ in Q1 2022 and has held it in 8 quarters since. The position peaked at $653K in Q2 2022. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Sweet Financial Partners held 12,115 shares of Verizon worth $544K as of Q3 2024.
  • Sweet Financial Partners sold 139 Verizon shares in Q3 2024, an estimated $5.8K.
  • Verizon made up 0.12% of Sweet Financial Partners's portfolio in Q3 2024, its #123 holding.
  • Sweet Financial Partners first reported a position in Verizon in Q1 2022 and has held it in 8 quarters since.
  • Sweet Financial Partners's Verizon position peaked at $653K in Q2 2022.
  • 2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.