Brendel Financial Advisors’s Verizon VZ Stock Holding History

Brendel 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
2022 Q2	–	Sell	-5,371	Closed	-$274K	–	120
2022 Q1	$274K	Sell	5,371 -95	-2%	-$5.03K	0.15%	95
2021 Q4	$284K	Hold	5,466	–	–	0.15%	91
2021 Q3	$295K	Hold	5,466	–	–	0.35%	50
2021 Q2	$306K	Hold	5,466	–	–	0.17%	86
2021 Q1	$318K	Hold	5,466	–	–	0.21%	73
2020 Q4	$321K	Sell	5,466 -7	-0.1%	-$416	0.22%	71
2020 Q3	$326K	Sell	5,473 -61	-1%	-$3.54K	0.26%	67
2020 Q2	$305K	Hold	5,534	–	–	0.26%	72
2020 Q1	$297K	Sell	5,534 -1,018	-16%	-$58.2K	0.35%	61
2019 Q4	$402K	Buy	6,552 +740	+13%	+$44.6K	0.34%	67
2019 Q3	$351K	Buy	5,812 +200	+4%	+$11.5K	0.32%	68
2019 Q2	$321K	Hold	5,612	–	–	0.31%	64
2019 Q1	$332K	Hold	5,612	–	–	0.3%	68
2018 Q4	$316K	Buy	+5,612	New	+$318K	0.36%	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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Brendel Financial Advisors's VZ Position: Q2 2022 in Review

Brendel Financial Advisors sold out of Verizon (VZ) in Q2 2022, closing a stake of 5,371 shares — an estimated $274K sold.

Brendel Financial Advisors first reported a position in VZ in Q4 2018 and held it in 14 quarters. The position peaked at $402K in Q4 2019. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Brendel Financial Advisors reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
Brendel Financial Advisors sold 5,371 Verizon shares in Q2 2022, an estimated $274K.
Brendel Financial Advisors first reported a position in Verizon in Q4 2018 and held it in 14 quarters.
Brendel Financial Advisors's Verizon position peaked at $402K in Q4 2019.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.