ZF
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Zega Financial’s Verizon VZ Stock Holding History

Zega Financial’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
-5,429
Closed -$224K – 137
2024
Q2 		$224K Buy
+5,429
New +$219K 0.04% 100

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Zega Financial's VZ Position: Q3 2024 in Review

Zega Financial sold out of Verizon (VZ) in Q3 2024, closing a stake of 5,429 shares — an estimated $224K sold.

Zega Financial first reported a position in VZ in Q2 2024 and held it in 1 quarter. The position peaked at $224K in Q2 2024. 2,907 funds tracked by Wall St. Rank hold VZ as of Q3 2024.

  • Zega Financial reported no remaining Verizon position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 5,429 Verizon shares in Q3 2024, an estimated $224K.
  • Zega Financial first reported a position in Verizon in Q2 2024 and held it in 1 quarter.
  • Zega Financial's Verizon position peaked at $224K in Q2 2024.
  • 2,907 funds tracked by Wall St. Rank held Verizon as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.