Claraphi Advisory Network’s Verizon VZ Stock Holding History

Claraphi Advisory Network’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	-11,627	Closed	-$590K	–	296
2022 Q2	$590K	Buy	11,627 +522	+5%	+$26.4K	0.21%	111
2022 Q1	$566K	Sell	11,105 -481	-4%	-$25.5K	0.16%	137
2021 Q4	$602K	Sell	11,586 -8,325	-42%	-$434K	0.21%	123
2021 Q3	$1.07M	Sell	19,911 -12,774	-39%	-$707K	0.38%	54
2021 Q2	$1.83M	Buy	32,685 +4,133	+14%	+$237K	0.55%	32
2021 Q1	$1.66M	Buy	28,552 +4,768	+20%	+$269K	0.46%	36
2020 Q4	$1.4M	Buy	23,784 +2,151	+10%	+$128K	0.38%	45
2020 Q3	$1.29M	Buy	21,633 +400	+2%	+$23.2K	0.47%	38
2020 Q2	$1.17M	Buy	21,233 +9,808	+86%	+$552K	0.5%	37
2020 Q1	$614K	Buy	11,425 +103	+0.9%	+$5.89K	0.29%	63
2019 Q4	$695K	Buy	11,322 +321	+3%	+$19.4K	0.43%	53
2019 Q3	$664K	Sell	11,001 -492	-4%	-$28.3K	0.4%	53
2019 Q2	$657K	Sell	11,493 -2,632	-19%	-$152K	0.39%	55
2019 Q1	$835K	Sell	14,125 -961	-6%	-$54.4K	0.52%	38
2018 Q4	$849K	Buy	15,086 +1,896	+14%	+$108K	0.65%	36
2018 Q3	$705K	Sell	13,190 -3,010	-19%	-$159K	0.39%	61
2018 Q2	$815K	Buy	16,200 +2,151	+15%	+$104K	0.53%	49
2018 Q1	$672K	Buy	14,049 +373	+3%	+$18.7K	0.48%	56
2017 Q4	$724K	Buy	+13,676	New	+$673K	0.56%	48

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

Claraphi Advisory Network's VZ Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Verizon (VZ) in Q3 2022, closing a stake of 11,627 shares — an estimated $590K sold.

Claraphi Advisory Network first reported a position in VZ in Q4 2017 and held it in 19 quarters. The position peaked at $1.83M in Q2 2021. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Claraphi Advisory Network reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,627 Verizon shares in Q3 2022, an estimated $590K.
Claraphi Advisory Network first reported a position in Verizon in Q4 2017 and held it in 19 quarters.
Claraphi Advisory Network's Verizon position peaked at $1.83M in Q2 2021.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.