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Aevitas Wealth Management’s Verizon VZ Stock Holding History

Aevitas 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
Q4 		– Sell
-23,926
Closed -$908K – 117
2022
Q3 		$908K Sell
23,926
-320
-1% -$14.3K 0.68% 43
2022
Q2 		$1.23M Buy
24,246
+250
+1% +$12.6K 0.83% 38
2022
Q1 		$1.22M Buy
23,996
+6,491
+37% +$344K 0.75% 40
2021
Q4 		$910K Sell
17,505
-870
-5% -$45.4K 0.54% 54
2021
Q3 		$992K Buy
18,375
+96
+0.5% +$5.31K 0.63% 46
2021
Q2 		$1.02M Buy
18,279
+443
+2% +$25.4K 0.65% 43
2021
Q1 		$1.04M Buy
17,836
+334
+2% +$18.8K 0.72% 41
2020
Q4 		$1.03M Buy
17,502
+184
+1% +$10.9K 0.75% 38
2020
Q3 		$1.03M Buy
17,318
+238
+1% +$13.8K 0.85% 33
2020
Q2 		$942K Buy
17,080
+1,083
+7% +$60.9K 0.87% 31
2020
Q1 		$860K Buy
15,997
+212
+1% +$12.1K 0.96% 28
2019
Q4 		$969K Buy
15,785
+636
+4% +$38.4K 0.91% 36
2019
Q3 		$914K Buy
15,149
+55
+0.4% +$3.17K 0.92% 34
2019
Q2 		$862K Sell
15,094
-956
-6% -$55.1K 0.87% 35
2019
Q1 		$949K Buy
16,050
+1,998
+14% +$113K 0.85% 35
2018
Q4 		$790K Buy
14,052
+53
+0.4% +$3.01K 0.81% 37
2018
Q3 		$747K Buy
13,999
+847
+6% +$44.8K 0.68% 42
2018
Q2 		$662K Buy
13,152
+1,994
+18% +$96.5K 0.64% 49
2018
Q1 		$534K Sell
11,158
-926
-8% -$46.5K 0.53% 57
2017
Q4 		$640K Buy
+12,084
New +$594K 0.61% 51

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aevitas Wealth Management's VZ Position: Q4 2022 in Review

Aevitas Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 23,926 shares — an estimated $908K sold.

Aevitas Wealth Management first reported a position in VZ in Q4 2017 and held it in 20 quarters. The position peaked at $1.23M in Q2 2022. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Aevitas Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 23,926 Verizon shares in Q4 2022, an estimated $908K.
  • Aevitas Wealth Management first reported a position in Verizon in Q4 2017 and held it in 20 quarters.
  • Aevitas Wealth Management's Verizon position peaked at $1.23M in Q2 2022.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.