Capital Directions Investment Advisors’s Verizon VZ Stock Holding History

Capital Directions Investment 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	$9.46K	Buy	+240	New	+$9.04K	﹤0.01%	208
2022 Q3	–	Sell	-320	Closed	-$14.3K	–	191
2022 Q2	$16K	Sell	320 -311	-49%	-$15.7K	0.01%	196
2022 Q1	$32K	Buy	+631	New	+$33.4K	0.01%	171
2021 Q4	–	Sell	-300	Closed	-$16K	–	238
2021 Q3	$16K	Sell	300 -164	-35%	-$9.07K	﹤0.01%	218
2021 Q2	$26K	Buy	+464	New	+$26.6K	0.01%	157
2021 Q1	–	Sell	-300	Closed	-$18K	–	359
2020 Q4	$18K	Hold	300	–	–	0.01%	160
2020 Q3	$18K	Hold	300	–	–	0.01%	162
2020 Q2	$17K	Sell	300 -500	-63%	-$28.1K	0.01%	166
2020 Q1	$43K	Sell	800 -796	-50%	-$45.5K	0.02%	118
2019 Q4	$98K	Hold	1,596	–	–	0.03%	91
2019 Q3	$96K	Buy	+1,596	New	+$91.9K	0.03%	85

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

Capital Directions Investment Advisors's VZ Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Verizon (VZ) in Q4 2022: 240 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VZ as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VZ in Q3 2019 and has held it in 11 quarters since. The position peaked at $98K in Q4 2019. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Capital Directions Investment Advisors held 240 shares of Verizon worth $9.46K as of Q4 2022.
Verizon was a new Capital Directions Investment Advisors position in Q4 2022.
Verizon made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #208 holding.
Capital Directions Investment Advisors first reported a position in Verizon in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Verizon position peaked at $98K in Q4 2019.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.