Atlas Private Wealth Management’s Verizon VZ Stock Holding History

Atlas Private 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
2023 Q2	–	Sell	-26,733	Closed	-$1.04M	–	123
2023 Q1	$1.04M	Buy	26,733 +2,838	+12%	+$112K	0.63%	55
2022 Q4	$941K	Buy	23,895 +2,404	+11%	+$90.6K	0.43%	54
2022 Q3	$816K	Buy	21,491 +2,012	+10%	+$89.6K	0.59%	55
2022 Q2	$989K	Sell	19,479 -392	-2%	-$19.8K	0.68%	47
2022 Q1	$1.01M	Buy	19,871 +52	+0.3%	+$2.75K	0.59%	55
2021 Q4	$1.03M	Sell	19,819 -2,230	-10%	-$116K	0.57%	56
2021 Q3	$1.19M	Sell	22,049 -1,794	-8%	-$99.2K	0.73%	47
2021 Q2	$1.34M	Buy	23,843 +1,695	+8%	+$97.3K	0.82%	37
2021 Q1	$1.29M	Sell	22,148 -415	-2%	-$23.4K	0.82%	38
2020 Q4	$1.33M	Buy	22,563 +879	+4%	+$52.2K	0.94%	34
2020 Q3	$1.29M	Sell	21,684 -6,283	-22%	-$365K	1.01%	31
2020 Q2	$1.54M	Sell	27,967 -432	-2%	-$24.3K	1.24%	21
2020 Q1	$1.53M	Buy	28,399 +1,648	+6%	+$94.3K	1.41%	17
2019 Q4	$1.64M	Buy	+26,751	New	+$1.61M	1.26%	22

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Atlas Private Wealth Management's VZ Position: Q2 2023 in Review

Atlas Private Wealth Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 26,733 shares — an estimated $1.04M sold.

Atlas Private Wealth Management first reported a position in VZ in Q4 2019 and held it in 14 quarters. The position peaked at $1.64M in Q4 2019. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Atlas Private Wealth Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 26,733 Verizon shares in Q2 2023, an estimated $1.04M.
Atlas Private Wealth Management first reported a position in Verizon in Q4 2019 and held it in 14 quarters.
Atlas Private Wealth Management's Verizon position peaked at $1.64M in Q4 2019.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Atlas Private Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.