Advocacy Wealth Management Services’s Verizon VZ Stock Holding History

Advocacy Wealth Management Services’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	-23	Closed	-$1K	–	205
2022 Q1	$1K	Sell	23 -526	-96%	-$27.9K	﹤0.01%	181
2021 Q4	$29K	Hold	549	–	–	﹤0.01%	75
2021 Q3	$30K	Hold	549	–	–	0.01%	73
2021 Q2	$31K	Buy	549 +23	+4%	+$1.32K	0.01%	88
2021 Q1	$31K	Hold	526	–	–	0.01%	75
2020 Q4	$31K	Hold	526	–	–	﹤0.01%	69
2020 Q3	$31K	Sell	526 -229	-30%	-$13.3K	0.01%	65
2020 Q2	$42K	Hold	755	–	–	0.01%	56
2020 Q1	$40K	Buy	755 +80	+12%	+$4.58K	0.01%	45
2019 Q4	$41K	Sell	675 -12	-2%	-$724	0.01%	55
2019 Q3	$41K	Buy	687 +181	+36%	+$10.4K	0.03%	53
2019 Q2	$29K	Hold	506	–	–	0.02%	71
2019 Q1	$30K	Sell	506 -759	-60%	-$43K	0.03%	53
2018 Q4	$71K	Buy	1,265 +260	+26%	+$14.8K	0.05%	29
2018 Q3	$54K	Hold	1,005	–	–	0.03%	37
2018 Q2	$51K	Buy	1,005 +129	+15%	+$6.24K	0.03%	38
2018 Q1	$42K	Sell	876 -38	-4%	-$1.91K	0.03%	46
2017 Q4	$48K	Sell	914 -1,704	-65%	-$83.8K	0.03%	52
2017 Q3	$128K	Buy	2,618 +1,677	+178%	+$78.9K	0.05%	32
2017 Q2	$42K	Sell	941 -500	-35%	-$23.3K	0.02%	84
2017 Q1	$70K	Sell	1,441 -39	-3%	-$1.96K	0.02%	63
2016 Q4	$79K	Buy	1,480 +33	+2%	+$1.65K	0.02%	53
2016 Q3	$75K	Sell	1,447 -1,061	-42%	-$56.9K	0.03%	90
2016 Q2	$140K	Sell	2,508 -653	-21%	-$33.9K	0.07%	82
2016 Q1	$171K	Sell	3,161 -1,281	-29%	-$64.1K	0.12%	101
2015 Q4	$205K	Buy	+4,442	New	+$202K	0.23%	82
2013 Q3	$90K	Buy	1,899 +375	+25%	+$18.3K	0.25%	72
2013 Q2	$77K	Buy	+1,524	New	+$77.8K	0.31%	70

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Advocacy Wealth Management Services's VZ Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Verizon (VZ) in Q2 2022, closing a stake of 23 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in VZ in Q2 2013 and held it in 28 quarters. The position peaked at $205K in Q4 2015. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 23 Verizon shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Verizon in Q2 2013 and held it in 28 quarters.
Advocacy Wealth Management Services's Verizon position peaked at $205K in Q4 2015.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.