CCG Wealth Management’s Verizon VZ Stock Holding History

CCG 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 Q3	–	Sell	-5,893	Closed	-$299K	–	116
2022 Q2	$299K	Sell	5,893 -5	-0.1%	-$253	0.17%	68
2022 Q1	$300K	Buy	+5,898	New	+$312K	0.15%	83
2021 Q1	–	Sell	-3,618	Closed	-$213K	–	90
2020 Q4	$213K	Sell	3,618 -365	-9%	-$21.7K	0.22%	71
2020 Q3	$237K	Buy	+3,983	New	+$231K	0.22%	50
2020 Q1	–	Sell	-3,477	Closed	-$213K	–	100
2019 Q4	$213K	Sell	3,477 -418	-11%	-$25.2K	0.13%	95
2019 Q3	$235K	Buy	+3,895	New	+$224K	0.16%	71

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCG Wealth Management's VZ Position: Q3 2022 in Review

CCG Wealth Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 5,893 shares — an estimated $299K sold.

CCG Wealth Management first reported a position in VZ in Q3 2019 and held it in 6 quarters. The position peaked at $300K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

CCG Wealth Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
CCG Wealth Management sold 5,893 Verizon shares in Q3 2022, an estimated $299K.
CCG Wealth Management first reported a position in Verizon in Q3 2019 and held it in 6 quarters.
CCG Wealth Management's Verizon position peaked at $300K in Q1 2022.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on CCG Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.