Capital Financial Services’s Verizon VZ Stock Holding History

Capital Financial Services’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	$1.25M	Sell	31,695 -450	-1%	-$17K	1.72%	17
2022 Q3	$1.22M	Sell	32,145 -1,500	-4%	-$66.8K	1.81%	18
2022 Q2	$1.71M	Buy	33,645 +1,700	+5%	+$86K	2.41%	11
2022 Q1	$1.63M	Sell	31,945 -200	-0.6%	-$10.6K	1.91%	16
2021 Q4	$1.67M	Sell	32,145 -4,600	-13%	-$240K	1.82%	16
2021 Q3	$1.99M	Buy	36,745 +275	+0.8%	+$15.2K	2.43%	13
2021 Q2	$2.04M	Sell	36,470 -295	-0.8%	-$16.9K	2.59%	14
2021 Q1	$2.14M	Sell	36,765 -100	-0.3%	-$5.64K	2.86%	11
2020 Q4	$2.17M	Buy	+36,865	New	+$2.19M	3.02%	10

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 Financial Services's VZ Position: Q4 2022 in Review

Capital Financial Services reduced its Verizon (VZ) stake by 1.4% in Q4 2022, selling an estimated $17K and leaving 31,695 shares worth $1.25M. The position accounts for 1.72% of the portfolio, ranked #17.

Capital Financial Services first reported a position in VZ in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.17M in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Capital Financial Services held 31,695 shares of Verizon worth $1.25M as of Q4 2022.
Capital Financial Services sold 450 Verizon shares in Q4 2022, an estimated $17K.
Verizon made up 1.72% of Capital Financial Services's portfolio in Q4 2022, its #17 holding.
Capital Financial Services first reported a position in Verizon in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Verizon position peaked at $2.17M in Q4 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.