Bickling Financial Services’s Verizon VZ Stock Holding History

Bickling Financial Services’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 Q4	$394K	Sell	10,004 -1,553	-13%	-$58.5K	0.25%	70
2022 Q3	$439K	Buy	11,557 +16	+0.1%	+$713	0.3%	66
2022 Q2	$586K	Buy	11,541 +363	+3%	+$18.4K	0.37%	57
2022 Q1	$569K	Buy	11,178 +577	+5%	+$30.6K	0.29%	63
2021 Q4	$551K	Buy	10,601 +14	+0.1%	+$730	0.27%	67
2021 Q3	$572K	Sell	10,587 -1,392	-12%	-$77K	0.29%	59
2021 Q2	$671K	Buy	11,979 +233	+2%	+$13.4K	0.3%	54
2021 Q1	$683K	Buy	11,746 +2,091	+22%	+$118K	0.34%	54
2020 Q4	$567K	Buy	+9,655	New	+$573K	0.35%	49

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bickling Financial Services's VZ Position: Q4 2022 in Review

Bickling Financial Services reduced its Verizon (VZ) stake by 13% in Q4 2022, selling an estimated $58.5K and leaving 10,004 shares worth $394K. The position accounts for 0.25% of the portfolio, ranked #70.

Bickling Financial Services first reported a position in VZ in Q4 2020 and has held it in 9 quarters since. The position peaked at $683K in Q1 2021. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Bickling Financial Services held 10,004 shares of Verizon worth $394K as of Q4 2022.
Bickling Financial Services sold 1,553 Verizon shares in Q4 2022, an estimated $58.5K.
Verizon made up 0.25% of Bickling Financial Services's portfolio in Q4 2022, its #70 holding.
Bickling Financial Services first reported a position in Verizon in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Verizon position peaked at $683K in Q1 2021.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.