Adams Chetwood Wealth Management’s Verizon VZ Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$859K	Buy	16,871 +4,074	+32%	+$216K	0.49%	37
2021 Q4	$665K	Sell	12,797 -2,624	-17%	-$137K	0.45%	45
2021 Q3	$833K	Sell	15,421 -530	-3%	-$29.3K	0.6%	37
2021 Q2	$894K	Sell	15,951 -509	-3%	-$29.2K	0.63%	34
2021 Q1	$957K	Buy	16,460 +230	+1%	+$13K	0.73%	32
2020 Q4	$954K	Buy	16,230 +785	+5%	+$46.6K	0.79%	27
2020 Q3	$919K	Sell	15,445 -410	-3%	-$23.8K	0.88%	24
2020 Q2	$874K	Sell	15,855 -425	-3%	-$23.9K	0.89%	25
2020 Q1	$928K	Buy	16,280 +1,725	+12%	+$98.7K	1.09%	18
2019 Q4	$894K	Buy	+14,555	New	+$878K	0.91%	21

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adams Chetwood Wealth Management's VZ Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Verizon (VZ) stake by 32% in Q1 2022, buying an estimated $216K and bringing the position to 16,871 shares worth $859K. The position accounts for 0.49% of the portfolio, ranked #37.

Adams Chetwood Wealth Management first reported a position in VZ in Q4 2019 and has held it in 10 quarters since. The position peaked at $957K in Q1 2021. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Adams Chetwood Wealth Management held 16,871 shares of Verizon worth $859K as of Q1 2022.
Adams Chetwood Wealth Management bought 4,074 Verizon shares in Q1 2022, an estimated $216K.
Verizon made up 0.49% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #37 holding.
Adams Chetwood Wealth Management first reported a position in Verizon in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Verizon position peaked at $957K in Q1 2021.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.