Advisory Resource Group’s Verizon VZ Stock Holding History

Advisory Resource Group’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
2021 Q4	–	Sell	-42,136	Closed	-$2.28M	–	161
2021 Q3	$2.28M	Buy	42,136 +2,667	+7%	+$148K	0.84%	28
2021 Q2	$2.21M	Buy	39,469 +3,496	+10%	+$201K	0.88%	28
2021 Q1	$2.09M	Buy	35,973 +8,150	+29%	+$460K	0.98%	22
2020 Q4	$1.64M	Buy	27,823 +447	+2%	+$26.5K	0.81%	33
2020 Q3	$1.63M	Buy	27,376 +639	+2%	+$37.1K	0.96%	24
2020 Q2	$1.47M	Buy	26,737 +6,266	+31%	+$352K	0.91%	24
2020 Q1	$1.1M	Sell	20,471 -3,238	-14%	-$185K	0.84%	29
2019 Q4	$1.46M	Buy	23,709 +2,099	+10%	+$127K	0.82%	22
2019 Q3	$1.3M	Sell	21,610 -75	-0.3%	-$4.32K	0.7%	26
2019 Q2	$1.24M	Buy	21,685 +1,103	+5%	+$63.6K	0.68%	27
2019 Q1	$1.2M	Sell	20,582 -826	-4%	-$46.8K	0.67%	23
2018 Q4	$1.2M	Buy	+21,408	New	+$1.21M	0.74%	16

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

Advisory Resource Group's VZ Position: Q4 2021 in Review

Advisory Resource Group sold out of Verizon (VZ) in Q4 2021, closing a stake of 42,136 shares — an estimated $2.28M sold.

Advisory Resource Group first reported a position in VZ in Q4 2018 and held it in 12 quarters. The position peaked at $2.28M in Q3 2021. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Advisory Resource Group reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
Advisory Resource Group sold 42,136 Verizon shares in Q4 2021, an estimated $2.28M.
Advisory Resource Group first reported a position in Verizon in Q4 2018 and held it in 12 quarters.
Advisory Resource Group's Verizon position peaked at $2.28M in Q3 2021.
3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Advisory Resource Group's 13F filing for Q4 2021, filed 8 Feb 2022.