Caliber Wealth Management (Utah)’s Verizon VZ Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-7,991	Closed	-$315K	–	90
2022 Q4	$315K	Buy	+7,991	New	+$301K	0.24%	74
2021 Q1	–	Sell	-19,826	Closed	-$1.17M	–	78
2020 Q4	$1.17M	Buy	+19,826	New	+$1.18M	1.14%	41

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

Norges Bank Oslo, Norway $935B AUM

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

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

Caliber Wealth Management (Utah)'s VZ Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Verizon (VZ) in Q1 2023, closing a stake of 7,991 shares — an estimated $315K sold.

Caliber Wealth Management (Utah) first reported a position in VZ in Q4 2020 and held it in 2 quarters. The position peaked at $1.17M in Q4 2020. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 7,991 Verizon shares in Q1 2023, an estimated $315K.
Caliber Wealth Management (Utah) first reported a position in Verizon in Q4 2020 and held it in 2 quarters.
Caliber Wealth Management (Utah)'s Verizon position peaked at $1.17M in Q4 2020.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.