Barnes Pettey Financial Advisors’s Verizon VZ Stock Holding History

Barnes Pettey Financial 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
2023 Q4	–	Sell	-7,126	Closed	-$231K	–	100
2023 Q3	$231K	Sell	7,126 -594	-8%	-$20.1K	0.21%	84
2023 Q2	$287K	Buy	7,720 +205	+3%	+$7.59K	0.25%	74
2023 Q1	$292K	Sell	7,515 -3,445	-31%	-$136K	0.28%	74
2022 Q4	$432K	Buy	10,960 +2	+0%	+$75	0.45%	53
2022 Q3	$416K	Sell	10,958 -139	-1%	-$6.19K	0.57%	47
2022 Q2	$563K	Buy	11,097 +401	+4%	+$20.3K	0.73%	38
2022 Q1	$545K	Sell	10,696 -625	-6%	-$33.1K	0.66%	41
2021 Q4	$588K	Buy	+11,321	New	+$591K	0.68%	40

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barnes Pettey Financial Advisors's VZ Position: Q4 2023 in Review

Barnes Pettey Financial Advisors sold out of Verizon (VZ) in Q4 2023, closing a stake of 7,126 shares — an estimated $231K sold.

Barnes Pettey Financial Advisors first reported a position in VZ in Q4 2021 and held it in 8 quarters. The position peaked at $588K in Q4 2021. 2,826 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

Barnes Pettey Financial Advisors reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 7,126 Verizon shares in Q4 2023, an estimated $231K.
Barnes Pettey Financial Advisors first reported a position in Verizon in Q4 2021 and held it in 8 quarters.
Barnes Pettey Financial Advisors's Verizon position peaked at $588K in Q4 2021.
2,826 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.