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Axiom Financial Strategies’s Verizon VZ Stock Holding History

Axiom Financial Strategies’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
-7,724
Closed -$293K – 69
2022
Q3 		$293K Buy
7,724
+102
+1% +$4.54K 0.16% 50
2022
Q2 		$387K Buy
7,622
+1,642
+27% +$83.1K 0.2% 49
2022
Q1 		$279K Buy
5,980
+487
+9% +$25.8K 0.14% 51
2021
Q4 		$285K Buy
5,493
+449
+9% +$23.4K 0.13% 60
2021
Q3 		$272K Buy
5,044
+4
+0.1% +$221 0.13% 56
2021
Q2 		$282K Buy
5,040
+2
+0% +$115 0.13% 53
2021
Q1 		$293K Buy
5,038
+103
+2% +$5.81K 0.14% 51
2020
Q4 		$294K Hold
4,935
– – 0.18% 47
2020
Q3 		$294K Sell
4,935
-25
-0.5% -$1.45K 0.18% 47
2020
Q2 		$273K Sell
4,960
-383
-7% -$21.5K 0.18% 48
2020
Q1 		$287K Buy
+5,343
New +$306K 0.23% 47

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axiom Financial Strategies's VZ Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Verizon (VZ) in Q4 2022, closing a stake of 7,724 shares — an estimated $293K sold.

Axiom Financial Strategies first reported a position in VZ in Q1 2020 and held it in 11 quarters. The position peaked at $387K in Q2 2022. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Axiom Financial Strategies reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 7,724 Verizon shares in Q4 2022, an estimated $293K.
  • Axiom Financial Strategies first reported a position in Verizon in Q1 2020 and held it in 11 quarters.
  • Axiom Financial Strategies's Verizon position peaked at $387K in Q2 2022.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.