Wellington Wealth Strategies’s Verizon VZ Stock Holding History

Wellington Wealth Strategies’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 Q4	–	Sell	-5,536	Closed	-$233K	–	92
2024 Q3	$233K	Buy	+5,536	New	+$231K	0.18%	65

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Wellington Wealth Strategies's VZ Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Verizon (VZ) in Q4 2024, closing a stake of 5,536 shares — an estimated $233K sold.

Wellington Wealth Strategies first reported a position in VZ in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

Wellington Wealth Strategies reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 5,536 Verizon shares in Q4 2024, an estimated $233K.
Wellington Wealth Strategies first reported a position in Verizon in Q3 2024 and held it in 1 quarter.
Wellington Wealth Strategies's Verizon position peaked at $233K in Q3 2024.
3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.