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Wealth Management Solutions’s Verizon VZ Stock Holding History

Wealth Management 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
2023
Q3 		$720K Buy
22,207
+74
+0.3% +$2.5K 0.49% 23
2023
Q2 		$823K Buy
22,133
+1,507
+7% +$55.8K 0.54% 21
2023
Q1 		$802K Buy
20,626
+689
+3% +$27.2K 0.46% 26
2022
Q4 		$786K Buy
19,937
+989
+5% +$37.3K 0.41% 30
2022
Q3 		$719K Buy
18,948
+91
+0.5% +$4.05K 0.42% 28
2022
Q2 		$957K Buy
18,857
+133
+0.7% +$6.73K 0.54% 24
2022
Q1 		$954K Buy
18,724
+2,550
+16% +$135K 0.5% 33
2021
Q4 		$840K Buy
+16,174
New +$844K 0.43% 40

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Management Solutions's VZ Position: Q3 2023 in Review

Wealth Management Solutions increased its Verizon (VZ) stake by 0.33% in Q3 2023, buying an estimated $2.5K and bringing the position to 22,207 shares worth $720K. The position accounts for 0.49% of the portfolio, ranked #23.

Wealth Management Solutions first reported a position in VZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $957K in Q2 2022. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Wealth Management Solutions held 22,207 shares of Verizon worth $720K as of Q3 2023.
  • Wealth Management Solutions bought 74 Verizon shares in Q3 2023, an estimated $2.5K.
  • Verizon made up 0.49% of Wealth Management Solutions's portfolio in Q3 2023, its #23 holding.
  • Wealth Management Solutions first reported a position in Verizon in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Verizon position peaked at $957K in Q2 2022.
  • 2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.