Baldrige Asset Management’s Verizon VZ Stock Holding History

Baldrige Asset 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 Q1	$13K	Buy	347 +4	+1%	+$158	0.01%	247
2022 Q4	$13K	Buy	343 +5	+1%	+$188	0.01%	241
2022 Q3	$13K	Buy	338 +3	+0.9%	+$134	0.01%	235
2022 Q2	$17K	Buy	335 +4	+1%	+$202	0.01%	226
2022 Q1	$17K	Sell	331 -97	-23%	-$5.14K	0.01%	238
2021 Q4	$22K	Sell	428 -169	-28%	-$8.82K	0.01%	229
2021 Q3	$32K	Sell	597 -67	-10%	-$3.71K	0.01%	196
2021 Q2	$37K	Buy	+664	New	+$38.1K	0.02%	186

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

Norges Bank Oslo, Norway $935B AUM

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

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

Baldrige Asset Management's VZ Position: Q1 2023 in Review

Baldrige Asset Management increased its Verizon (VZ) stake by 1.2% in Q1 2023, buying an estimated $158 and bringing the position to 347 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #247.

Baldrige Asset Management first reported a position in VZ in Q2 2021 and has held it in 8 quarters since. The position peaked at $37K in Q2 2021. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Baldrige Asset Management held 347 shares of Verizon worth $13K as of Q1 2023.
Baldrige Asset Management bought 4 Verizon shares in Q1 2023, an estimated $158.
Verizon made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #247 holding.
Baldrige Asset Management first reported a position in Verizon in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Verizon position peaked at $37K in Q2 2021.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.