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American Institute for Advanced Investment Management’s Verizon VZ Stock Holding History

American Institute for Advanced Investment 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
Q3 		– Sell
-4,109
Closed -$209K – 112
2022
Q2 		$209K Buy
+4,109
New +$208K 0.18% 106

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Institute for Advanced Investment Management's VZ Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,109 shares — an estimated $209K sold.

American Institute for Advanced Investment Management first reported a position in VZ in Q2 2022 and held it in 1 quarter. The position peaked at $209K in Q2 2022. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • American Institute for Advanced Investment Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 4,109 Verizon shares in Q3 2022, an estimated $209K.
  • American Institute for Advanced Investment Management first reported a position in Verizon in Q2 2022 and held it in 1 quarter.
  • American Institute for Advanced Investment Management's Verizon position peaked at $209K in Q2 2022.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.