Altium Wealth Management’s Verizon VZ Stock Holding History

Altium 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 Q2	$1.53M	Sell	30,134 -2,256	-7%	-$114K	0.11%	111
2022 Q1	$1.65M	Buy	32,390 +5,165	+19%	+$274K	0.11%	109
2021 Q4	$1.42M	Sell	27,225 -1,809	-6%	-$94.4K	0.09%	113
2021 Q3	$1.57M	Sell	29,034 -503	-2%	-$27.8K	0.11%	96
2021 Q2	$1.66M	Sell	29,537 -8,450	-22%	-$485K	0.12%	91
2021 Q1	$2.21M	Sell	37,987 -7,820	-17%	-$441K	0.18%	65
2020 Q4	$2.69M	Buy	45,807 +801	+2%	+$47.6K	0.24%	47
2020 Q3	$2.68M	Buy	45,006 +1,033	+2%	+$60K	0.28%	42
2020 Q2	$2.42M	Sell	43,973 -8,604	-16%	-$484K	0.27%	43
2020 Q1	$2.83M	Buy	52,577 +11,954	+29%	+$684K	0.39%	32
2019 Q4	$2.49M	Buy	40,623 +2,567	+7%	+$155K	0.3%	46
2019 Q3	$2.3M	Buy	38,056 +1,398	+4%	+$80.5K	0.31%	43
2019 Q2	$2.09M	Sell	36,658 -12,338	-25%	-$711K	0.3%	44
2019 Q1	$2.9M	Buy	48,996 +3,339	+7%	+$189K	0.46%	28
2018 Q4	$2.57M	Sell	45,657 -7,820	-15%	-$444K	0.49%	28
2018 Q3	$2.85M	Buy	53,477 +30,961	+138%	+$1.64M	0.55%	30
2018 Q2	$1.13M	Buy	22,516 +7,812	+53%	+$378K	0.3%	60
2018 Q1	$703K	Buy	14,704 +3,430	+30%	+$172K	0.28%	60
2017 Q4	$596K	Buy	+11,274	New	+$554K	0.27%	68

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

Altium Wealth Management's VZ Position: Q2 2022 in Review

Altium Wealth Management reduced its Verizon (VZ) stake by 7% in Q2 2022, selling an estimated $114K and leaving 30,134 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #111.

Altium Wealth Management first reported a position in VZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.9M in Q1 2019. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Altium Wealth Management held 30,134 shares of Verizon worth $1.53M as of Q2 2022.
Altium Wealth Management sold 2,256 Verizon shares in Q2 2022, an estimated $114K.
Verizon made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #111 holding.
Altium Wealth Management first reported a position in Verizon in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Verizon position peaked at $2.9M in Q1 2019.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.