Aries Wealth Management’s Verizon VZ Stock Holding History

Aries 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 Q3	–	Sell	-4,498	Closed	-$228K	–	191
2022 Q2	$228K	Buy	+4,498	New	+$228K	0.1%	156
2022 Q1	–	Sell	-4,498	Closed	-$234K	–	229
2021 Q4	$234K	Hold	4,498	–	–	0.09%	163
2021 Q3	$243K	Sell	4,498 -244	-5%	-$13.5K	0.1%	158
2021 Q2	$266K	Hold	4,742	–	–	0.11%	148
2021 Q1	$274K	Sell	4,742 -1,270	-21%	-$71.7K	0.12%	143
2020 Q4	$347K	Sell	6,012 -455	-7%	-$27K	0.17%	111
2020 Q3	$385K	Hold	6,467	–	–	0.22%	99
2020 Q2	$357K	Buy	6,467 +85	+1%	+$4.78K	0.22%	96
2020 Q1	$353K	Sell	6,382 -300	-4%	-$17.2K	0.27%	85
2019 Q4	$403K	Hold	6,682	–	–	0.25%	96
2019 Q3	$400K	Buy	6,682 +120	+2%	+$6.91K	0.27%	91
2019 Q2	$383K	Hold	6,562	–	–	0.27%	94
2019 Q1	$388K	Buy	6,562 +875	+15%	+$49.6K	0.29%	83
2018 Q4	$320K	Hold	5,687	–	–	0.34%	78
2018 Q3	$304K	Hold	5,687	–	–	0.27%	92
2018 Q2	$294K	Hold	5,687	–	–	0.27%	89
2018 Q1	$275K	Sell	5,687 -671	-11%	-$33.7K	0.27%	95
2017 Q4	$330K	Buy	+6,358	New	+$313K	0.3%	87

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Aries Wealth Management's VZ Position: Q3 2022 in Review

Aries Wealth Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,498 shares — an estimated $228K sold.

Aries Wealth Management first reported a position in VZ in Q4 2017 and held it in 18 quarters. The position peaked at $403K in Q4 2019. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Aries Wealth Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Aries Wealth Management sold 4,498 Verizon shares in Q3 2022, an estimated $228K.
Aries Wealth Management first reported a position in Verizon in Q4 2017 and held it in 18 quarters.
Aries Wealth Management's Verizon position peaked at $403K in Q4 2019.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Aries Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.