Castle Financial & Retirement Planning Associates’s Verizon VZ Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$15K	Buy	+280	New	+$14.6K	0.05%	78

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's VZ Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Verizon (VZ) in Q4 2021: 280 shares worth $15K. The stake represents 0.05% of the portfolio and ranks #78 among its holdings.

3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Castle Financial & Retirement Planning Associates held 280 shares of Verizon worth $15K as of Q4 2021.
Verizon was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Verizon made up 0.05% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #78 holding.
3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.