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Bivin & Associates’s Verizon VZ Stock Holding History

Bivin & Associates’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
Q2 		$37K Buy
734
+152
+26% +$7.69K 0.04% 82
2022
Q1 		$30K Sell
582
-299
-34% -$15.8K 0.03% 112
2021
Q4 		$46K Buy
+881
New +$46K 0.04% 91

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bivin & Associates's VZ Position: Q2 2022 in Review

Bivin & Associates increased its Verizon (VZ) stake by 26% in Q2 2022, buying an estimated $7.69K and bringing the position to 734 shares worth $37K. The position accounts for 0.04% of the portfolio, ranked #82.

Bivin & Associates first reported a position in VZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $46K in Q4 2021. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Bivin & Associates held 734 shares of Verizon worth $37K as of Q2 2022.
  • Bivin & Associates bought 152 Verizon shares in Q2 2022, an estimated $7.69K.
  • Verizon made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #82 holding.
  • Bivin & Associates first reported a position in Verizon in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Verizon position peaked at $46K in Q4 2021.
  • 2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.