Avitas Wealth Management’s Verizon VZ Stock Holding History

Avitas 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 Q4	–	Sell	-24,088	Closed	-$915K	–	206
2022 Q3	$915K	Buy	+24,088	New	+$1.07M	0.21%	115
2021 Q3	–	Sell	-47,849	Closed	-$2.68M	–	214
2021 Q2	$2.68M	Buy	47,849 +12,166	+34%	+$698K	0.48%	79
2021 Q1	$2.08M	Buy	35,683 +8,055	+29%	+$455K	0.41%	92
2020 Q4	$1.62M	Buy	27,628 +873	+3%	+$51.9K	0.33%	117
2020 Q3	$1.59M	Buy	+26,755	New	+$1.55M	0.44%	91
2019 Q1	–	Sell	-69,334	Closed	-$3.9M	–	172
2018 Q4	$3.9M	Buy	69,334 +21,407	+45%	+$1.21M	1.28%	18
2018 Q3	$2.56M	Buy	47,927 +1,842	+4%	+$97.5K	0.73%	63
2018 Q2	$2.32M	Buy	+46,085	New	+$2.23M	0.72%	65

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's VZ Position: Q4 2022 in Review

Avitas Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 24,088 shares — an estimated $915K sold.

Avitas Wealth Management first reported a position in VZ in Q2 2018 and held it in 8 quarters. The position peaked at $3.9M in Q4 2018. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Avitas Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 24,088 Verizon shares in Q4 2022, an estimated $915K.
Avitas Wealth Management first reported a position in Verizon in Q2 2018 and held it in 8 quarters.
Avitas Wealth Management's Verizon position peaked at $3.9M in Q4 2018.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.