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B. Riley Wealth Management’s Verizon VZ Stock Holding History

B. Riley 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
Q2 		$31.6K Buy
191,729
+6,286
+3% +$318K 0.04% 87
2022
Q1 		$9.1M Sell
185,443
-10,038
-5% -$532K 0.7% 31
2021
Q4 		$9.8M Sell
195,481
-41,205
-17% -$2.15M 0.68% 30
2021
Q3 		$10M Buy
236,686
+12,982
+6% +$718K 0.77% 22
2021
Q2 		$9.68M Sell
223,704
-11,165
-5% -$641K 1.07% 20
2021
Q1 		$11.1M Buy
+234,869
New +$13.3M 1.3% 14
2020
Q4 		– Sell
-201,530
Closed -$12M – 465
2020
Q3 		$12M Buy
201,530
+38,052
+23% +$2.21M 1.41% 12
2020
Q2 		$9.01M Sell
163,478
-40,054
-20% -$2.25M 0.99% 22
2020
Q1 		$10.9M Buy
203,532
+126,647
+165% +$7.25M 1.15% 15
2019
Q4 		$4.72M Buy
76,885
+16,946
+28% +$1.02M 0.71% 34
2019
Q3 		$3.62M Buy
59,939
+1,277
+2% +$73.5K 0.63% 37
2019
Q2 		$3.35K Sell
58,662
-8,738
-13% -$503K 0.51% 41
2019
Q1 		$3.98M Buy
67,400
+4,233
+7% +$240K 0.69% 34
2018
Q4 		$3.55M Buy
63,167
+11,337
+22% +$643K 0.74% 32
2018
Q3 		$2.77M Buy
+51,830
New +$2.74M 0.68% 31
2016
Q1 		$228K Buy
+4,232
New +$212K 0.34% 101
2015
Q4 		– Sell
-4,768
Closed -$207K – 169
2015
Q3 		$207K Buy
4,768
+90
+2% +$4.15K 0.29% 139
2015
Q2 		$218K Sell
4,678
-23
-0.5% -$1.13K 0.17% 168
2015
Q1 		$228K Buy
4,701
+784
+20% +$37.8K 0.17% 182
2014
Q4 		$183K Sell
3,917
-782
-17% -$38.3K 0.15% 176
2014
Q3 		$234K Buy
4,699
+408
+10% +$20.3K 0.17% 163
2014
Q2 		$209K Sell
4,291
-881
-17% -$42.7K 0.14% 207
2014
Q1 		$246K Buy
+5,172
New +$245K 0.18% 150

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Management's VZ Position: Q2 2022 in Review

B. Riley Wealth Management increased its Verizon (VZ) stake by 3.4% in Q2 2022, buying an estimated $318K and bringing the position to 191,729 shares worth $31.6K. The position accounts for 0.04% of the portfolio, ranked #87.

B. Riley Wealth Management first reported a position in VZ in Q1 2014 and has held it in 23 quarters since. The position peaked at $12M in Q3 2020. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • B. Riley Wealth Management held 191,729 shares of Verizon worth $31.6K as of Q2 2022.
  • B. Riley Wealth Management bought 6,286 Verizon shares in Q2 2022, an estimated $318K.
  • Verizon made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #87 holding.
  • B. Riley Wealth Management first reported a position in Verizon in Q1 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Management's Verizon position peaked at $12M in Q3 2020.
  • 2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.