SYSTM Wealth Solutions’s Verizon VZ Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-5,740	Closed	-$237K	–	623
2024 Q2	$237K	Sell	5,740 -13,940	-71%	-$562K	0.05%	181
2024 Q1	$826K	Sell	19,680 -1,629	-8%	-$65.7K	0.1%	225
2023 Q4	$803K	Buy	21,309 +6,614	+45%	+$234K	0.11%	223
2023 Q3	$476K	Sell	14,695 -37,429	-72%	-$1.26M	0.07%	292
2023 Q2	$1.94M	Sell	52,124 -14,671	-22%	-$543K	0.26%	105
2023 Q1	$2.6M	Buy	66,795 +3,685	+6%	+$145K	0.4%	66
2022 Q4	$2.49M	Buy	+63,110	New	+$2.38M	0.31%	88

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

SYSTM Wealth Solutions's VZ Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,740 shares — an estimated $237K sold.

SYSTM Wealth Solutions first reported a position in VZ in Q4 2022 and held it in 7 quarters. The position peaked at $2.6M in Q1 2023. 2,906 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 5,740 Verizon shares in Q3 2024, an estimated $237K.
SYSTM Wealth Solutions first reported a position in Verizon in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Verizon position peaked at $2.6M in Q1 2023.
2,906 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.