Bishop & Co Investment Management’s Verizon VZ Stock Holding History

Bishop & Co Investment 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 Q3	–	Sell	-4,500	Closed	-$228K	–	24
2022 Q2	$228K	Buy	+4,500	New	+$228K	0.11%	24
2020 Q2	–	Sell	-3,541	Closed	-$217K	–	24
2020 Q1	$217K	Sell	3,541 -588	-14%	-$33.6K	0.15%	21
2019 Q4	$254K	Buy	4,129 +15	+0.4%	+$905	0.17%	19
2019 Q3	$248K	Buy	4,114 +6	+0.1%	+$346	0.18%	22
2019 Q2	$235K	Buy	4,108 +6	+0.1%	+$346	0.17%	23
2019 Q1	$243K	Buy	4,102 +6	+0.1%	+$340	0.18%	23
2018 Q4	$230K	Buy	4,096 +6	+0.1%	+$340	0.2%	20
2018 Q3	$218K	Sell	4,090 -26	-0.6%	-$1.38K	0.17%	20
2018 Q2	$207K	Buy	+4,116	New	+$199K	0.17%	20

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bishop & Co Investment Management's VZ Position: Q3 2022 in Review

Bishop & Co Investment Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,500 shares — an estimated $228K sold.

Bishop & Co Investment Management first reported a position in VZ in Q2 2018 and held it in 9 quarters. The position peaked at $254K in Q4 2019. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Bishop & Co Investment Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Bishop & Co Investment Management sold 4,500 Verizon shares in Q3 2022, an estimated $228K.
Bishop & Co Investment Management first reported a position in Verizon in Q2 2018 and held it in 9 quarters.
Bishop & Co Investment Management's Verizon position peaked at $254K in Q4 2019.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Bishop & Co Investment Management's 13F filing for Q3 2022, filed 3 Nov 2022.