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WMS Partners’s Verizon VZ Stock Holding History

WMS 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
2015
Q4 		– Sell
-10,000
Closed -$435K – 210
2015
Q3 		$435K Buy
+10,000
New +$461K 0.07% 126

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WMS Partners's VZ Position: Q4 2024 in Review

WMS Partners sold out of Verizon (VZ) in Q4 2024, closing a stake of 6,350 shares — an estimated $285K sold.

WMS Partners first reported a position in VZ in Q2 2013 and held it in 40 quarters. The position peaked at $1.22M in Q2 2019. 3,047 funds tracked by Wall St. Rank hold VZ as of Q4 2024.

  • WMS Partners reported no remaining Verizon position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 6,350 Verizon shares in Q4 2024, an estimated $285K.
  • WMS Partners first reported a position in Verizon in Q2 2013 and held it in 40 quarters.
  • WMS Partners's Verizon position peaked at $1.22M in Q2 2019.
  • 3,047 funds tracked by Wall St. Rank held Verizon as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.