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Ballew Advisors’s Verizon VZ Stock Holding History

Ballew Advisors’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
Q3 		– Sell
-4,409
Closed -$223K – 102
2022
Q2 		$223K Buy
4,409
+305
+7% +$15.4K 0.2% 82
2022
Q1 		$222K Buy
4,104
+5
+0.1% +$265 0.17% 95
2021
Q4 		$218K Buy
4,099
+54
+1% +$2.82K 0.15% 102
2021
Q3 		$215K Buy
4,045
+40
+1% +$2.21K 0.16% 98
2021
Q2 		$225K Sell
4,005
-3,917
-49% -$225K 0.16% 102
2021
Q1 		$462K Buy
7,922
+4,105
+108% +$232K 0.17% 99
2020
Q4 		$219K Buy
3,817
+296
+8% +$17.6K 0.17% 98
2020
Q3 		$210K Buy
+3,521
New +$205K 0.18% 84
2020
Q1 		– Sell
-3,968
Closed -$234K – 93
2019
Q4 		$234K Buy
3,968
+330
+9% +$19.9K 0.2% 85
2019
Q3 		$217K Sell
3,638
-92
-2% -$5.3K 0.2% 84
2019
Q2 		$215K Buy
3,730
+200
+6% +$11.5K 0.2% 86
2019
Q1 		$201K Buy
+3,530
New +$200K 0.19% 89
2018
Q4 		– Sell
-4,091
Closed -$227K – 432
2018
Q3 		$227K Buy
4,091
+1
+0% +$53 0.21% 79
2018
Q2 		$206K Sell
4,090
-45
-1% -$2.18K 0.23% 79
2018
Q1 		$198K Sell
4,135
-272
-6% -$13.7K 0.17% 93
2017
Q4 		$233K Buy
+4,407
New +$217K 0.23% 87

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

Ballew Advisors's VZ Position: Q3 2022 in Review

Ballew Advisors sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,409 shares — an estimated $223K sold.

Ballew Advisors first reported a position in VZ in Q4 2017 and held it in 16 quarters. The position peaked at $462K in Q1 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Ballew Advisors reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Ballew Advisors sold 4,409 Verizon shares in Q3 2022, an estimated $223K.
  • Ballew Advisors first reported a position in Verizon in Q4 2017 and held it in 16 quarters.
  • Ballew Advisors's Verizon position peaked at $462K in Q1 2021.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Ballew Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.