Bluesphere Advisors’s Verizon VZ Stock Holding History

Bluesphere Advisors’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	–	Sell	-6,830	Closed	-$259K	–	85
2022 Q3	$259K	Hold	6,830	–	–	0.26%	60
2022 Q2	$347K	Sell	6,830 -450	-6%	-$22.8K	0.34%	52
2022 Q1	$371K	Hold	7,280	–	–	0.31%	55
2021 Q4	$378K	Hold	7,280	–	–	0.31%	56
2021 Q3	$393K	Hold	7,280	–	–	0.38%	46
2021 Q2	$408K	Sell	7,280 -300	-4%	-$17.2K	0.36%	47
2021 Q1	$441K	Buy	+7,580	New	+$428K	0.4%	50

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

Bluesphere Advisors's VZ Position: Q4 2022 in Review

Bluesphere Advisors sold out of Verizon (VZ) in Q4 2022, closing a stake of 6,830 shares — an estimated $259K sold.

Bluesphere Advisors first reported a position in VZ in Q1 2021 and held it in 7 quarters. The position peaked at $441K in Q1 2021. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Bluesphere Advisors reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Bluesphere Advisors sold 6,830 Verizon shares in Q4 2022, an estimated $259K.
Bluesphere Advisors first reported a position in Verizon in Q1 2021 and held it in 7 quarters.
Bluesphere Advisors's Verizon position peaked at $441K in Q1 2021.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Bluesphere Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.