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Baron Financial Group’s Verizon VZ Stock Holding History

Baron Financial Group’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
-585
Closed -$29.7K – 198
2022
Q2 		$29.7K Hold
585
– – 0.02% 106
2022
Q1 		$29.8K Hold
585
– – 0.02% 119
2021
Q4 		$30.4K Hold
585
– – 0.02% 120
2021
Q3 		$31.6K Hold
585
– – 0.02% 119
2021
Q2 		$32.8K Hold
585
– – 0.02% 117
2021
Q1 		$34K Hold
585
– – 0.02% 112
2020
Q4 		$34.4K Hold
585
– – 0.03% 106
2020
Q3 		$34.8K Buy
+585
New +$34K 0.03% 102

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

Baron Financial Group's VZ Position: Q3 2022 in Review

Baron Financial Group sold out of Verizon (VZ) in Q3 2022, closing a stake of 585 shares — an estimated $29.7K sold.

Baron Financial Group first reported a position in VZ in Q3 2020 and held it in 8 quarters. The position peaked at $34.8K in Q3 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Baron Financial Group reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 585 Verizon shares in Q3 2022, an estimated $29.7K.
  • Baron Financial Group first reported a position in Verizon in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Verizon position peaked at $34.8K in Q3 2020.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.