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Capstone Wealth Management Group (Pennsylvania)’s Verizon VZ Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q3 		– Sell
-4,140
Closed -$210K – 62
2022
Q2 		$210K Buy
4,140
+57
+1% +$2.88K 0.25% 59
2022
Q1 		$208K Buy
4,083
+48
+1% +$2.54K 0.21% 64
2021
Q4 		$210K Buy
+4,035
New +$211K 0.17% 78

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VZ Position: Q3 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,140 shares — an estimated $210K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VZ in Q4 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 4,140 Verizon shares in Q3 2022, an estimated $210K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Verizon in Q4 2021 and held it in 3 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s Verizon position peaked at $210K in Q2 2022.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2022, filed 10 Nov 2022.