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Castle Wealth Management’s Verizon VZ Stock Holding History

Castle Wealth Management’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 		– Sell
-2,670
Closed -$101K – 634
2022
Q3 		$101K Sell
2,670
-425
-14% -$18.9K 0.06% 150
2022
Q2 		$157K Buy
+3,095
New +$157K 0.09% 120

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Castle Wealth Management's VZ Position: Q4 2022 in Review

Castle Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 2,670 shares — an estimated $101K sold.

Castle Wealth Management first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $157K in Q2 2022. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Castle Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,670 Verizon shares in Q4 2022, an estimated $101K.
  • Castle Wealth Management first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Verizon position peaked at $157K in Q2 2022.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.