TFO Wealth Partners’s Verizon VZ Stock Holding History

TFO Wealth 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
2023 Q4	–	Sell	-335	Closed	-$12.5K	–	1099
2023 Q3	$12.5K	Buy	335 +35	+12%	+$1.18K	﹤0.01%	155
2023 Q2	$11.2K	Hold	300	–	–	﹤0.01%	150
2023 Q1	$11.7K	Buy	300 +296	+7,400%	+$11.7K	﹤0.01%	104
2022 Q4	$47	Sell	4 -296	-99%	-$11.2K	﹤0.01%	861
2022 Q3	$11K	Sell	300 -59	-16%	-$2.63K	﹤0.01%	86
2022 Q2	$18K	Buy	+359	New	+$18.2K	﹤0.01%	91
2021 Q4	–	Sell	-2	Closed	–	–	199
2021 Q3	$0	Sell	2 -93	-98%	-$5.14K	﹤0.01%	187
2021 Q2	$5K	Buy	+95	New	+$5.45K	﹤0.01%	91
2020 Q4	–	Sell	-2,747	Closed	-$163K	–	173
2020 Q3	$163K	Hold	2,747	–	–	0.06%	31
2020 Q2	$151K	Hold	2,747	–	–	0.06%	34
2020 Q1	$147K	Sell	2,747 -300	-10%	-$17.2K	0.06%	36
2019 Q4	$187K	Buy	+3,047	New	+$184K	0.17%	30

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's VZ Position: Q4 2023 in Review

TFO Wealth Partners sold out of Verizon (VZ) in Q4 2023, closing a stake of 335 shares — an estimated $12.5K sold.

TFO Wealth Partners first reported a position in VZ in Q4 2019 and held it in 12 quarters. The position peaked at $187K in Q4 2019. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

TFO Wealth Partners reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 335 Verizon shares in Q4 2023, an estimated $12.5K.
TFO Wealth Partners first reported a position in Verizon in Q4 2019 and held it in 12 quarters.
TFO Wealth Partners's Verizon position peaked at $187K in Q4 2019.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.