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Biltmore Wealth Management’s Verizon VZ Stock Holding History

Biltmore Wealth 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
2022
Q1 		– Sell
-3,921
Closed -$204K – 52
2021
Q4 		$204K Sell
3,921
-917
-19% -$47.8K 0.08% 52
2021
Q3 		$261K Buy
+4,838
New +$268K 0.1% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Biltmore Wealth Management's VZ Position: Q1 2022 in Review

Biltmore Wealth Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 3,921 shares — an estimated $204K sold.

Biltmore Wealth Management first reported a position in VZ in Q3 2021 and held it in 2 quarters. The position peaked at $261K in Q3 2021. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Biltmore Wealth Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • Biltmore Wealth Management sold 3,921 Verizon shares in Q1 2022, an estimated $204K.
  • Biltmore Wealth Management first reported a position in Verizon in Q3 2021 and held it in 2 quarters.
  • Biltmore Wealth Management's Verizon position peaked at $261K in Q3 2021.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Biltmore Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.