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AAFMAA Wealth Management & Trust’s Verizon VZ Stock Holding History

AAFMAA Wealth Management & Trust’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
Q2 		– Sell
-9,280
Closed -$473K – 74
2022
Q1 		$473K Buy
9,280
+843
+10% +$44.7K 0.22% 58
2021
Q4 		$438K Buy
8,437
+2,010
+31% +$105K 0.19% 62
2021
Q3 		$347K Sell
6,427
-1,701
-21% -$94.1K 0.16% 63
2021
Q2 		$455K Sell
8,128
-15
-0.2% -$861 0.21% 57
2021
Q1 		$473K Buy
8,143
+2,663
+49% +$150K 0.23% 57
2020
Q4 		$321K Buy
+5,480
New +$325K 0.16% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAFMAA Wealth Management & Trust's VZ Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of Verizon (VZ) in Q2 2022, closing a stake of 9,280 shares — an estimated $473K sold.

AAFMAA Wealth Management & Trust first reported a position in VZ in Q4 2020 and held it in 6 quarters. The position peaked at $473K in Q1 2022. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 9,280 Verizon shares in Q2 2022, an estimated $473K.
  • AAFMAA Wealth Management & Trust first reported a position in Verizon in Q4 2020 and held it in 6 quarters.
  • AAFMAA Wealth Management & Trust's Verizon position peaked at $473K in Q1 2022.
  • 2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.