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1776 Wealth’s Verizon VZ Stock Holding History

1776 Wealth’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
2022
Q3 		– Sell
-4,234
Closed -$215K – 118
2022
Q2 		$215K Hold
4,234
– – 0.15% 109
2022
Q1 		$216K Buy
4,234
+236
+6% +$12.5K 0.12% 120
2021
Q4 		$208K Sell
3,998
-642
-14% -$33.5K 0.11% 122
2021
Q3 		$251K Buy
4,640
+116
+3% +$6.42K 0.14% 107
2021
Q2 		$253K Buy
4,524
+79
+2% +$4.53K 0.14% 104
2021
Q1 		$258K Sell
4,445
-588
-12% -$33.2K 0.16% 97
2020
Q4 		$296K Hold
5,033
– – 0.19% 89
2020
Q3 		$300K Hold
5,033
– – 0.22% 73
2020
Q2 		$277K Sell
5,033
-4,495
-47% -$253K 0.19% 81
2020
Q1 		$547K Buy
9,528
+4,849
+104% +$277K 0.23% 74
2019
Q4 		$287K Buy
+4,679
New +$282K 0.24% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1776 Wealth's VZ Position: Q3 2022 in Review

1776 Wealth sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,234 shares — an estimated $215K sold.

1776 Wealth first reported a position in VZ in Q4 2019 and held it in 11 quarters. The position peaked at $547K in Q1 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • 1776 Wealth reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • 1776 Wealth sold 4,234 Verizon shares in Q3 2022, an estimated $215K.
  • 1776 Wealth first reported a position in Verizon in Q4 2019 and held it in 11 quarters.
  • 1776 Wealth's Verizon position peaked at $547K in Q1 2020.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on 1776 Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.