BT Wealth Management’s Verizon VZ Stock Holding History

BT Wealth 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 Q2	$322K	Buy	6,354 +183	+3%	+$9.26K	0.09%	51
2022 Q1	$314K	Buy	6,171 +171	+3%	+$9.06K	0.08%	51
2021 Q4	$312K	Hold	6,000	–	–	0.08%	50
2021 Q3	$324K	Sell	6,000 -6,000	-50%	-$332K	0.1%	40
2021 Q2	$672K	Hold	12,000	–	–	0.2%	28
2021 Q1	$698K	Buy	+12,000	New	+$677K	0.23%	28
2020 Q1	–	Sell	-4,894	Closed	-$301K	–	74
2019 Q4	$301K	Buy	4,894 +1	+0%	+$60	0.15%	47
2019 Q3	$295K	Hold	4,893	–	–	0.16%	41
2019 Q2	$270K	Buy	4,893 +3	+0.1%	+$173	0.16%	42
2019 Q1	$289K	Sell	4,890 -3,114	-39%	-$176K	0.17%	43
2018 Q4	$432K	Buy	+8,004	New	+$454K	0.19%	57

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

BT Wealth Management's VZ Position: Q2 2022 in Review

BT Wealth Management increased its Verizon (VZ) stake by 3% in Q2 2022, buying an estimated $9.26K and bringing the position to 6,354 shares worth $322K. The position accounts for 0.09% of the portfolio, ranked #51.

BT Wealth Management first reported a position in VZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $698K in Q1 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

BT Wealth Management held 6,354 shares of Verizon worth $322K as of Q2 2022.
BT Wealth Management bought 183 Verizon shares in Q2 2022, an estimated $9.26K.
Verizon made up 0.09% of BT Wealth Management's portfolio in Q2 2022, its #51 holding.
BT Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 11 quarters since.
BT Wealth Management's Verizon position peaked at $698K in Q1 2021.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.