BMS Financial Advisors’s Verizon VZ Stock Holding History

BMS Financial 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
2023 Q2	$336K	Sell	9,044 -3,744	-29%	-$139K	0.22%	86
2023 Q1	$497K	Buy	12,788 +4,069	+47%	+$160K	0.34%	69
2022 Q4	$344K	Sell	8,719 -902	-9%	-$34K	0.23%	73
2022 Q3	$365K	Sell	9,621 -324	-3%	-$14.4K	0.26%	76
2022 Q2	$505K	Buy	9,945 +492	+5%	+$24.9K	0.33%	56
2022 Q1	$482K	Sell	9,453 -48	-0.5%	-$2.54K	0.31%	68
2021 Q4	$494K	Buy	+9,501	New	+$496K	0.31%	64

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

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

Norges Bank Oslo, Norway $935B AUM

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

BMS Financial Advisors's VZ Position: Q2 2023 in Review

BMS Financial Advisors reduced its Verizon (VZ) stake by 29% in Q2 2023, selling an estimated $139K and leaving 9,044 shares worth $336K. The position accounts for 0.22% of the portfolio, ranked #86.

BMS Financial Advisors first reported a position in VZ in Q4 2021 and has held it in 7 quarters since. The position peaked at $505K in Q2 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

BMS Financial Advisors held 9,044 shares of Verizon worth $336K as of Q2 2023.
BMS Financial Advisors sold 3,744 Verizon shares in Q2 2023, an estimated $139K.
Verizon made up 0.22% of BMS Financial Advisors's portfolio in Q2 2023, its #86 holding.
BMS Financial Advisors first reported a position in Verizon in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Verizon position peaked at $505K in Q2 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.