CFO4Life’s Verizon VZ Stock Holding History

CFO4Life’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	$257K	Buy	+6,521	New	+$246K	0.05%	145
2016 Q4	$322K	Sell	6,023 -470	-7%	-$23.5K	0.27%	64
2016 Q3	$337K	Sell	6,493 -448	-6%	-$24K	0.29%	59
2016 Q2	$388K	Buy	6,941 +911	+15%	+$47.3K	0.33%	56
2016 Q1	$326K	Buy	+6,030	New	+$302K	0.29%	64
2015 Q3	–	Sell	-5,990	Closed	-$279K	–	82
2015 Q2	$279K	Buy	5,990 +1,634	+38%	+$80K	0.23%	65
2015 Q1	$212K	Hold	4,356	–	–	0.18%	78
2014 Q4	$204K	Buy	+4,356	New	+$213K	0.17%	74

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.51B AUM 33.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CFO4Life's VZ Position: Q4 2022 in Review

CFO4Life opened a new position in Verizon (VZ) in Q4 2022: 6,521 shares worth $257K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: CFO4Life previously reported a position in VZ as recently as Q4 2016.

CFO4Life first reported a position in VZ in Q4 2014 and has held it in 8 quarters since. The position peaked at $388K in Q2 2016. 2,843 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

CFO4Life held 6,521 shares of Verizon worth $257K as of Q4 2022.
Verizon was a new CFO4Life position in Q4 2022.
Verizon made up 0.05% of CFO4Life's portfolio in Q4 2022, its #145 holding.
CFO4Life first reported a position in Verizon in Q4 2014 and has held it in 8 quarters since.
CFO4Life's Verizon position peaked at $388K in Q2 2016.
2,843 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.