SWS Partners’s Verizon VZ Stock Holding History

SWS 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	–	Sell	-926	Closed	-$38.2K	–	297
2024 Q2	$38.2K	Buy	+926	New	+$37.3K	0.01%	176
2021 Q1	–	Sell	-33,262	Closed	-$1.95M	–	120
2020 Q4	$1.95M	Buy	+33,262	New	+$1.98M	0.87%	36
2018 Q2	–	Sell	-1,356	Closed	-$64K	–	310
2018 Q1	$64K	Sell	1,356 -114	-8%	-$5.73K	0.05%	126
2017 Q4	$78K	Buy	+1,470	New	+$72.3K	0.06%	105

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

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

SWS Partners's VZ Position: Q3 2024 in Review

SWS Partners sold out of Verizon (VZ) in Q3 2024, closing a stake of 926 shares — an estimated $38.2K sold.

SWS Partners first reported a position in VZ in Q4 2017 and held it in 4 quarters. The position peaked at $1.95M in Q4 2020. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

SWS Partners reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 926 Verizon shares in Q3 2024, an estimated $38.2K.
SWS Partners first reported a position in Verizon in Q4 2017 and held it in 4 quarters.
SWS Partners's Verizon position peaked at $1.95M in Q4 2020.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.