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American Portfolios Advisors’s Verizon VZ Stock Holding History

American Portfolios Advisors’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 		$4.91M Sell
129,385
-3,886
-3% -$173K 0.21% 96
2022
Q2 		$6.76M Sell
133,271
-2,069
-2% -$105K 0.28% 64
2022
Q1 		$6.89M Buy
135,340
+4,310
+3% +$228K 0.24% 74
2021
Q4 		$6.81M Buy
131,030
+8,947
+7% +$467K 0.23% 78
2021
Q3 		$6.59M Sell
122,083
-1,317
-1% -$72.9K 0.25% 76
2021
Q2 		$6.91M Buy
123,400
+3,664
+3% +$210K 0.27% 72
2021
Q1 		$6.96M Sell
119,736
-7,742
-6% -$437K 0.3% 64
2020
Q4 		$7.49M Sell
127,478
-20,058
-14% -$1.19M 0.38% 41
2020
Q3 		$8.78M Sell
147,536
-3,985
-3% -$232K 0.51% 34
2020
Q2 		$8.35M Buy
151,521
+13,406
+10% +$754K 0.55% 31
2020
Q1 		$7.42M Buy
138,115
+34,407
+33% +$1.97M 0.62% 27
2019
Q4 		$6.37M Buy
103,708
+3,740
+4% +$226K 0.45% 40
2019
Q3 		$6.03M Buy
99,968
+4,510
+5% +$260K 0.49% 38
2019
Q2 		$5.45M Buy
95,458
+7,000
+8% +$403K 0.46% 39
2019
Q1 		$5.23M Buy
88,458
+1,986
+2% +$112K 0.49% 38
2018
Q4 		$4.86M Buy
86,472
+15,701
+22% +$891K 0.6% 33
2018
Q3 		$3.78M Buy
70,771
+5,707
+9% +$302K 0.43% 48
2018
Q2 		$3.27M Sell
65,064
-268
-0.4% -$13K 0.45% 47
2018
Q1 		$3.12M Buy
65,332
+15,750
+32% +$792K 0.46% 44
2017
Q4 		$2.62M Buy
+49,582
New +$2.44M 0.41% 44

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
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 Portfolios Advisors's VZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its Verizon (VZ) stake by 2.9% in Q3 2022, selling an estimated $173K and leaving 129,385 shares worth $4.91M. The position accounts for 0.21% of the portfolio, ranked #96.

American Portfolios Advisors first reported a position in VZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $8.78M in Q3 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • American Portfolios Advisors held 129,385 shares of Verizon worth $4.91M as of Q3 2022.
  • American Portfolios Advisors sold 3,886 Verizon shares in Q3 2022, an estimated $173K.
  • Verizon made up 0.21% of American Portfolios Advisors's portfolio in Q3 2022, its #96 holding.
  • American Portfolios Advisors first reported a position in Verizon in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Verizon position peaked at $8.78M in Q3 2020.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.